value or growth investors

Should you be a value or growth investor?

The idea that stocks should be divided into growth and yield categories diverts us from fundamentals. Intrinsic value eventually manifests in higher cash flow, whether or not share price appreciation anticipates it.

managed accounts

Four drivers of growth in managed accounts

Several factors contribute to the growth in managed accounts, which are like ‘implemented advice’ for investors. Despite the fallout from the Royal Commission, these factors are largely unaffected so growth should continue.

Choosing the right managed account

10 tips for choosing a managed account

Choosing the right managed account can be achieved more effectively by checking certain key features including fee structures, investment strategies, independence, performance and risk metrics.

PX-Atlas

Will sovereign defaults spark the next GFC?

The fundamentals point toward bankruptcies of major economies like the US and Japan in the next decade. The after effects could be catastrophic on all major asset classes. It’s time to discuss the makeup and costs of insurance.

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Estate planning: Cleaner and carer clean up!

Carers may have a legitimate claim to the estate of a deceased even if the deceased suffered from dementia when making a subsequent will. The Court seeks to establish whether testamentary capacity was disabled.

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Articles from previous editions

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From little things, Acorns become Raized

On 21 June 2018, Raiz Invest (formerly Acorns) listed on the ASX, valuing the company at $119 million. How does this ‘micro investing’ platform stack up as a place to invest or buy shares in the company itself?

foreign exchange

Retail FX: the last bastion of no competition?

Australian retail customers typically still pay a hefty fee on FX transactions at the airport or through the banks. Fintech solutions are more competitive, and global banks are also offering multi-currency accounts.

lifecycle funds

Understanding disability insurance in super

Disability insurance can be either inside or outside of superannuation. There are premium, payout amount and tax consequences of those decisions that should be analysed to achieve the best cover.

capital structure

Balancing longevity and sequencing risk

Low interest rates have created problems for retirees, leading to the threat of a reduced lifestyle quality, running out of cash or accepting the age pension. Taking high risks at this point may make things worse.

lifespan

Why we will live for at least 1,000 years

Over the next few decades, average life expectancies as well as healthy outlier human lifespans could rise substantially due to medical engineering and gene modification. Aging is now better understood than ever before.

retained profits

How property spruikers target SMSFs

SMSFs are being targeted by property marketers, but is a single, illiquid investment a good super strategy, with its associated leverage? ASIC is worried SMSF trustees are not seeing the full picture, so we went looking.

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