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Edition: 75

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Edition 75

  • 15 August 2014

The great fee debate continues, a fund that's the best and the worst, real estate investing, options for saving for kids, looking further into company announcements, and the similarities between running and investing.

Resetting investor expectations

In part 2 of the great fee debate, it's the investors' turn to reassess their expectations regarding management and performance fees, and to understand what it takes to find (and pay for) top managers.

The best and worst managed fund of all

How could a managed fund lose 96.5% of its value and then gain 767%, to become both the worst and best performing fund in Australia? From financial crisis to recovery, the answer is in the timing and the structure.

A guide to real estate investing strategies

Securitisation and the increased sophistication of the real estate industry have led to new ways to repackage property assets as investment opportunities - each with vastly different risk, return and liquidity features.

How to put money away regularly for your kids

There are many investment options for children beyond a savings account, but the merits of each are different for everyone. Here's some guidance for parents of both younger and older kids.

Deep dives make better investment decisions

Company releases relating to acquisitions, mergers or divestments, by nature, have the objective of painting a positive outlook. A deeper dive into the facts allows us to make more educated investment decisions.

Investing and jogging for the long run

There are more than a few similarities between running and investing. Success in either discipline is about having specific goals and strategies, avoiding the big risks, and not diverting from your plan.

Do more ‘rapporting’ and less reporting

Most investors seek re-assurance, certainty, confidence, comfort and rational explanations from finance professionals, but what they often get is jargon-laden confusion. We have much to learn about effective communication.

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Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Lithium's rally is real this time – but no-one trusts it

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Welcome to Firstlinks Edition 662 with weekend update

The debate over the budget is increasingly shaped by frustration and perceptions of unfairness, rather than clear-eyed assessment of policy outcomes.

Two months into retirement

A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.

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