Tuesday, 25 January 2022

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10 little-known pension traps prove the value of advice Check eligibility for the Commonwealth Seniors Health Card Hamish Douglass on why the movie hasn’t ended yet Start the year right with the 2022 Retiree Checklist At 98-years-old, Charlie Munger still delivers the one-liners

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Edition: 82

1-6 out of 6 results.

Superannuation and our growing wealth

Phil Ruthven
2 October 2014
4

Average superannuation balances are increasing with each generation as more of a person's working life is covered by compulsory saving. It won't be long before super is the dominant source of wealth.

How megatrends are reshaping investment management

John Teer, Jacinta Munro
2 October 2014

Large shifts in demographics, environment, technology and social values spell significant change for investment management. The wealth industry will need to adapt to clients' changing behaviour and expectations.

Hedge funds seizing ships – what next?

David Bell
2 October 2014
2

The story of a US hedge fund fighting to recoup its Argentinean bond investment has both stunned and amused all who have followed its progress over the last 12 years. Will the seizing of a naval vessel bring it to a close?

The will power of binding death nominations

Monica Rule
2 October 2014
4

Contrary to popular belief, superannuation assets do not automatically form part of a person’s estate pursuant to a will. If you want your super to be distributed as part of your estate, you'll need a binding death nomination.

Building more relevant Australian share portfolios

Jeff Rogers
2 October 2014
1

Australian index-based equity portfolios are often concentrated by company and sector. Some other goal-based strategies might be a better fit for your investments but clients and advisers will need to drive this change.

Are foreign investors crowding-out Aussie home buyers?

Graham Hand
1 October 2014

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Most viewed in recent weeks

10 little-known pension traps prove the value of advice

Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.

Noel Whittaker
15 December 2021

Check eligibility for the Commonwealth Seniors Health Card

Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.

Jon Kalkman
22 December 2021

Hamish Douglass on why the movie hasn’t ended yet

The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.

Graham Hand
15 December 2021

Start the year right with the 2022 Retiree Checklist

This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.

Brendan Ryan
12 January 2022

At 98-years-old, Charlie Munger still delivers the one-liners

The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.

Graham Hand
12 January 2022

Should I pay off the mortgage or top up my superannuation?

Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.

Di Johnson
12 January 2022

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