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Edition: 73

1-7 out of 7 results.

Edition 73

  • 1 August 2014

Results from our Reader Survey, SMSFs and gearing, using what you know and don't know, the bring forward rule, reasons behind under-performing small caps and a review of Piketty's bestseller.

Cuffelinks Reader Survey results

We'd like to thank our readers for the overwhelmingly positive and encouraging comments we received in our Reader Survey last month. We summarise the results and provide links to all the answers and comments.

Different risks and benefits in SMSF gearing

The use of leverage within SMSFs has come under heavy scrutiny lately with strong arguments for and against. Some forms of 'protected' gearing can help manage risk, demonstrating that not all gearing is the same.

Understanding the bring forward rule

If you want to make the most of the recently increased superannuation personal contribution limits, here is a timely explanation of how to use the 'bring forward' rule to your advantage.

Why have small cap stocks underperformed?

Over the last two years, small caps have underperformed their large cap rivals in Australia, which goes against the global historical trend. Where has our small cap additional performance gone and will it return?

Learn your knowns and unknowns

When investing capital, you expect the return to adequately compensate you for the likelihood of loss. Understanding both risk and reward is vital, so the more you know about 'knowns' and 'unknowns' the better.

Piketty's best seller: Bleak House, not Balzac

Thomas Piketty’s 'Capital in the Twenty-First Century' stunned the publishing world when it reached number one on the Amazon best seller list. What lessons for today can we learn from Dickens, Austen and Balzac?

Most viewed in recent weeks

Why it’s time to ditch the retirement journey

Retirement isn’t a clean financial arc. Income shocks, health costs and family pressures hit at random, exposing the limits of age-based planning and the myth of a predictable “retirement journey".

Australia's retirement system works brilliantly for some - but not all

The superannuation system has succeeded brilliantly at what it was designed to do: accumulate wealth during working lives. The next challenge is meeting members’ diverse needs in retirement. 

Australian stocks will crush housing over the next decade, 2025 edition

Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.

The 3 biggest residential property myths

I am a professional real estate investor who hears a lot of opinions rather than facts from so-called experts on the topic of property. Here are the largest myths when it comes to Australia’s biggest asset class.

AFIC on the speculative ASX boom, opportunities, and LIC discounts

In an interview with Firstlinks, CEO Mark Freeman discusses how speculative ASX stocks have crushed blue chips this year, companies he likes now, and why he’s confident AFIC’s NTA discount will close.

Where to hide in the ‘everything bubble’

It might not be quite an ‘everything bubble’ but there’s froth in many assets, not just US stocks, right now. It might be time to stress test your portfolio and consider assets that could offer you shelter if trouble is coming.

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