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Edition: 81

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Edition 81

  • 26 September 2014

AUSCOAL's CIO David Bell, super in your will, the rise of peer-to-peer lending, company excuses for poor performance, debt or equity for infrastructure investment and use of the Pension Loans Scheme.

Interview with David Bell, CIO, AUSCOAL Super

David Bell discusses his new role as Chief Investment Officer at AUSCOAL Super, as well as the many challenges of managing a public superannuation fund portfolio in the current environment.

Does your will treat your super fairly?

When writing your will, take care to understand the tax consequences of the benefits paid to your beneficiaries, especially when a life policy is involved. Your estate could be left with a hefty tax bill.

All the world’s a stage for peer-to-peer lending

Peer-to-peer lending allows borrowers and lenders to come together via online market places. Although in its infancy compared with overseas, the P2P lending model is now gaining traction in Australia.

Company reporting and tired excuses

It's all too easy for companies to point the finger at external factors to explain poor performance, but when the same excuses are repeated year after year, it's time to look within for the real cause.

Infrastructure debt and infrastructure equity

Following the previous article on listed versus unlisted infrastructure equity, we look at the different risk and return characteristics of the lesser-known infrastructure debt.

Pension Loans Scheme should have much greater use

The little-known Pension Loans Scheme allows asset-rich but cash-poor retirees to top up their part-pension income to the full amount via a loan from the government, effectively unlocking the value of their assets.

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Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains. 

100 Aussies: seven charts on who earns, pays, and owns

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

9 winning investment strategies

There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

With markets near record highs, here's what you should do with your portfolio

Markets have weathered geopolitical turmoil, hitting near record highs. Investors face tough decisions on valuations, asset concentration, and strategic portfolio rebalancing for risk control and future returns.

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