Video
UniSuper CIO John Pearce on why the 60/40 portfolio is far from dead
The $130 Billion SuperFund Manager also talks about how he sees risk, his recent investments, and why history isn’t a good guide to the future.
Stocks
The biggest loss this year in my SMSF portfolio
Regardless of the strengths of a stock, there are no certainties. Bond rates have risen far higher than most analysts expected and 'bond proxies'...
Retirement
Are you paying tax due to not starting a super pension?
Pension payments in super after the age of 60 are tax free and anyone over 65 can switch their super into a pension account even if they do not...
Retirement
Which shares and funds do SMSFs invest in?
SMSFs offer unlimited investment flexibility and most trustees make their own decisions but the majority of investments fall into five categories....
Retirement
How the 30% super tax will hit balances over $3 million
It’s a better solution than forcing assets out of super or imposing personal marginal tax rates. But perhaps the bigger question is, what...
Funds
The fascinating battle between Nick Bolton and Magellan
Nick Bolton wants to force Magellan to pay out the 7.5% discount on the Global Fund options. Magellan will resist as it must act in the interests of...
Funds
Why LICs are closing and more should follow
The heyday of LICs is in the past, when issuers paid generous fees to brokers and advisers to put their clients into new structures. Most LICs...
Funds
How to invest in funds for free (almost)
Although investors should not aim only to minimise costs, fees eat into compounded returns over the long term. Markets are competitive and it is...
Retirement
The when and why of four million Australian retirees
Super reviews aggregate retirees into an impersonal number on a chart, but the 2,700 Australians who retire each week are undergoing a major change...
Personal Finance
Who needs the Caymans? 10 ways to avoid paying tax
Australians don't need dodgy schemes in Caribbean islands to hide their wealth. There are plenty of legal ways to avoid paying tax but they will...
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