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21 May 2025
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Learn to invest early, the unreported costs of doing business, diversifying away from market leaders, the momentum of winners and losers, expectations around advice fees, changes for SMSFs and ATO penalties.
Bernstein's 2014 booklet is a simple recipe for young people starting on an investment journey. It aims to help establish the savings discipline needed to set the millennial generation up for a comfortable retirement.
SMSFs are more heavily exposed to listed Australian equities than are default options in public funds, and particularly to the big S&P/ASX20 stocks. There are good companies in Ex20 segment which can help diversify a portfolio.
In 1993, researchers in the US studied the phenomenon of winning stocks continuing to outperform losing stocks. Using both long and short positions one could theoretically outperform the market on a regular basis.
The recent push for greater transparency on asset management fees has reignited the debate about what is fair and reasonable. Both managers and investors need to reset their expectations to find the common ground.
The activities of any company have an element of environmental and social cost not quantified in the profit and loss statement. In 2010 a global corporation pioneered a new form of reporting, which is gaining support.
It's not just super contribution limits that have changed since 1 July. The ability to provide insurance policies through SMSFs has been redefined and the ATO can now utilitse new administrative penalty powers.
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.