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Edition: 80

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Edition 80

  • 19 September 2014

Tactical asset management, infrastructure securities, building better retirement systems, how to find and invest in cheap stocks, tax ruling for divorce settlement assets and the influence of tax on financial planning.

Why we can’t resist tactical asset allocation

A combination of confidence in one's own ability to read the market and the excellent rewards for correct predictions encourages many investors to employ tactical asset allocation strategies. Is it worth doing?

Listed versus unlisted infrastructure

When deciding between listed and unlisted infrastructure securities, the focus should be on the cashflows, the risks associated with those cashflows and the entry price to buy the assets.

Building a better retirement world

EY's research report studies the pension and retirement systems of 18 countries to gain insights for better policy reform, decision-making and outcomes for retirees. What can we learn from the global stage?

Cheap stocks: how to find them and how to buy them

It's surprising to learn that only 25% of Australian listed companies are actually profitable. Whether you favour fundamental or technical analysis or both, how do you find and invest in cheap, good quality companies?

ATO ruling affects assets after divorce

A recent ATO ruling on property settlements may increase the cost of divorce for couples that hold assets in private companies, and the consequences must be considered early.

Tax and the financial planning process

A perfect tax system would not affect how people save and invest, but in practice, there are many ways that Australia's tax system influences investor behaviour.

Howard Marks on risk and how To handle It today

World-renowned investor Howard Marks recently gave a confidential presentation on risk to selected institutional clients, and in this exclusive, Oaktree Capital has given permission for Cuffelinks to share the insights with its readers.

Most viewed in recent weeks

2024/25 super thresholds – key changes and implications

The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.

Five months on from cancer diagnosis

Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.

Is Australia ready for its population growth over the next decade?

Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise. 

Welcome to Firstlinks Edition 552 with weekend update

Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.

  • 21 March 2024

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

The public servants demanding $3m super tax exemption

The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.

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