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Investment Horizon

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Five steps to become a better investor

Everyone including investors needs to evolve to get better. Here are five steps to improve your investment toolkit, including thinking probabilistically, running your own race, and measuring yourself objectively.

Stocks are less risky than bonds in the long term

Owning bonds is less risky than owning shares, right? The evidence suggests that while this may be true in the short term, it isn't over longer time horizons, with important implications for asset allocation.

Three major financial goals after retirement

Most people in retirement will have three financial goals in the decumulation stage to take account of the uncertainty of health, longevity and markets, and here's a framework to help.

Investors expect ESG issues to drive returns

Both retail and institutional investors are demanding fund managers respond to ESG issues. A new generation will insist on better standards and will not accept a compromise in returns. 

Two 60th birthdays: the S&P500 Index and me

When you reach the age of 60, should your investing change if your life expectancy is another 30 years?

Is your portfolio playing 20/20 or test cricket?

Fund managers are taking more risk in their search for performance, but is it the mad rush of 20/20 at the expense of the steadier and ultimately more rewarding and enduring experience of test cricket?

What is a ‘long-term investor’?

Being a long-term investor isn't always about holding securities for a long time. It's more about being able to make investment decisions that optimise the long-term result.

Picking winners: the origins of the specious

Watching the market each day to pick a winner is not the best way to handle a retirement plan. A better and less stressful approach for your investment portfolio is to avoid losers, sit back and watch the grass grow.

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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.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

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. 

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.

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