The 50% CGT discount has little justification during low inflation and it encourages capital gains over income. The preferable system is the indexation in effect prior to 1999, and it will help housing affordability.
Author Archive | Chris Cuffe
The Third Link Growth Fund donates the fees charged for managing the investments to children’s charities. Based on Chris’s ability to select good fund managers, it has created a win-win for investors and young people.
Investment terms such as ‘defensive’, ‘growth’ and ‘risk’ are used heavily by professionals and retail investors alike, but these words can be misleading as they depend on the context and investors’ goals.
Every experienced investor develops a set of beliefs about how markets operate, and finds the proof points to defend those views. Managing the Third Link Growth Fund has taught Chris some unconventional lessons.
Although the end of the financial year is near, there is still time to establish a tax deduction in a sub-fund within a public ancillary fund – a simple philanthropic structure that allows a planned approach to charitable giving.
Most people do not spend enough time thinking about achieving the best outcomes from their estate. Here’s a novel idea: set up a trust to look after the medical and education needs of all your descendants. Forever.
A combination of confidence in one’s own ability to read the market and the excellent rewards for correct predictions encourages many investors to employ tactical asset allocation strategies. Is it worth doing?
Investment is more art than science, and even an investor who prefers a ‘buy and hold’ long term strategy will need to adjust the portfolio. When you think your portfolio is finally set, something will happen to test your resolve.
The funds management industry is undergoing consolidation and evolving rapidly, under pressure to provide better service and high returns while cutting costs. Chris Cuffe discusses the present and the future.
Don’t judge the extent to which institutional investors influence listed companies by the big public event, the AGM. Private meetings with executives of listed companies are ongoing and lively.
Risk means different things to different people, and there is a misallocation of resources, energy and intellect across the superannuation industry (and investment industry more broadly) to address risk.
Cuffelinks does not promote specific investment products, but in recognition of its five year track record, here’s an explanation of how Chris Cuffe manages the Third Link Growth Fund. It’s generated almost $2 million for charity.
Every super fund member fears a downturn, but with an expected working life of 45 years and retirement of 30 years, we need to look beyond the short -term. A look at stock market cycles helps with the long-term view.