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Edition: White Papers 2015

1-12 out of 25 results.

Beware of quantitative tightening

Magellan’s CEO, CIO and Lead Portfolio Manager Hamish Douglass discusses central bank activity, the potential mispricing of bonds, the recent equity market sell-off, the weakness in the global economy and where he’s finding investment opportunities and uncertainty.

Being an Investor

  • 16 December 2015

Magellan’s view is that any true investor should aim to generate a satisfactory return on capital over time while minimising the risk of a permanent capital loss.

Investment bonds – tax effective alternatives to superannuation

  • 10 December 2015

Superannuation is a proven tax-effective vehicle for long-term retirement savings. Currently both contributions and investment earnings (in accumulation phase) are concessionally taxed at a rate of 15% for people with taxable incomes less than $180,000 (or 30% for those over $180,000).

Spinning the wheel in retirement

  • 19 November 2015

Equity investing in retirement is like spinning a chocolate wheel. There are plenty of winners, but also losers. Even a 20-year period does not ensure that taking equity risk will be adequately rewarded and this is important for retirees to understand.

Investment Bonds and annuities in aged care

  • 12 November 2015

Investment Bonds offer an alternative option for aged care planning by structuring finances in a way that reduces assessable income and/or assets to help reduce ongoing care fees.

Fixing your approach to Fixed Interest

  • 5 November 2015

With bond markets near their highs, is it a brave investor who takes on the fixed interest sector? Australian economic growth will remain patchy for some time to come, which is likely to be supportive for bonds.

Hybrids – Delve deeper into the asset class

  • 29 October 2015

Hybrids continue to be actively issued by financial institutions and keenly sought by investors, but it’s important to know the structure as every transaction has some unique feature.

Private equity real estate – adapting to the cycle and the future

This is not a traditional White Paper but ‘hot off the press’ is a copy of today’s presentation to the PIR Conference 2015. It contains many useful diagrams with commentary on unlisted real estate.

SMSF – A guide to fixed income investing in a volatile environment

As the global search for yield continues, corporate bonds can play an important role in an investor’s portfolio. They can provide capital stability and a steady stream of income.

The Yield Report 2015

Colonial First State Global Asset Management’s yield report explores the potential implications of interest rate increases for seven asset classes across its portfolio of investment capabilities.

Value and Growth Investing in Perspective

If value investing works so well over the long term, why has the performance of value shares been so dismal over the past five years? We look at the historical relationship between and value and growth shares.

SMSF retirement insights – bridging the prosperity gap

  • 17 September 2015

SMSF retirement insights – bridging the prosperity gap, August 2015 Accurium’s paper reports on the changing state of SMSFs during 2014. It shows that SMSF trustees are prepared to work longer to achieve financial security and while they’re statistically ‘comfortable’ in retirement, they have further to go to achieve the prosperous lifestyle they desire.

Most viewed in recent weeks

Lessons when a fund manager of the year is down 25%

Every successful fund manager suffers periods of underperformance, and investors who jump from fund to fund chasing results are likely to do badly. Selecting a manager is a long-term decision but what else?

2022 election survey results: disillusion and disappointment

In almost 1,000 responses, our readers differ in voting intentions versus polling of the general population, but they have little doubt who will win and there is widespread disappointment with our politics.

Welcome to Firstlinks Election Edition 458

At around 10.30pm on Saturday night, Scott Morrison called Anthony Albanese to concede defeat in the 2022 election. As voting continued the next day, it became likely that Labor would reach the magic number of 76 seats to form a majority government.   

  • 19 May 2022

Betting markets as election predictors

Believe it or not, betting agencies are in the business of making money, not predicting outcomes. Is there anything we can learn from the current odds on the election results?

Keep mandatory super pension drawdowns halved

The Transfer Balance Cap limits the tax concessions available in super pension funds, removing the need for large, compulsory drawdowns. Plus there are no requirements to draw money out of an accumulation fund.

Welcome to Firstlinks Edition 454 with weekend update

Before the last Federal election, these pages were filled with policy discussions and articles generating hundreds of comments as Labor ran a large target agenda. We all know how that ended. Most Australians distrust government and media, and this campaign will be handouts, spin and personality attacks. Will Australia emerge more divided than ever?

  • 14 April 2022

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