housing policy

Labor policies and the impact on housing

Labor’s proposed policies on negative gearing and capital gains may come at a time when residential property is already weak, and it’s unlikely to make buying a property easier for first-home buyers.

Australian economy

Get me out of Australia?

Although some domestic cyclical companies currently offer value, the attraction of offshore growth is a key factor for investors, including strong Australian companies with global aspirations.

home equity

Rethinking home equity and retirement funding

Using the value of home equity built up over many years seems an obvious part of retirement planning, but reverse mortgages have been unsuccessful in Australia. Is it time for a fourth pillar of retirement income?

response government bonds

Briefly, on the role of government bonds

We like a good debate, and when two opposing views argued about the role of government bonds in a diversified portfolio, a veteran of 30 years in fixed interest stepped in as referee.

have-your-say

Have Your Say

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Articles from previous editions

Final Report

Royal Commission’s Table of (Dis)Contents

It was not supposed to be the Financial Advice Royal Commission, but there is significant focus on advice, including a little-discussed reduction in the ability to pay advice fees from a super fund.

sole purpose test

Sole purpose test needs level playing field

An inducement offer by a super fund is currently active, and it is creating confusion about what marketing is permissible, given that previously, regulators held such to be in violation of the sole purpose test.

marketplace lenders

Investor questions for marketplace lenders

Marketplace or peer-to-peer lending is well established overseas and growing rapidly in Australia, but investors should understand the risks and the returns, as described in the first part of this debate.

goals-based

Retirement planning is not just about income

The main focus in retirement planning should be on the entire return from a portfolio, not just the income generated, and this might help some people in managing changes due to Labor’s franking credit proposal.

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