28 November 2017
Check pension outcomes when making a willBy Noel Whittaker, Cuffelinks People’s attitudes to money are amazing. They’ll spend most of their lives working for it, worrying about it and fighting over it, yet many won’t give more than a passing thought to what will happen to it when they die. Nearly 50% of people die without a will, and most of…
19 April 2017
How super changes impact insurance and estate planningBy Julie Steed, Senior Technical Services Manager, Australian Executor Trustees (on behalf of Cuffelinks) The introduction of the $1.6 million transfer balance cap, effective from July 1 this year, will impact the estate plans of many superannuation members. This article reviews the role of insurance as part of an SMSF’s investment strategy and the changes that people may…
14 February 2017
Quarterly Market Update, Q4 2016Alex Hone provides a brief overview of investment markets following the final quarter of 2016.
06 February 2017
Half Yearly Investment UpdateAs we commence 2017, we have prepared an overview of our thoughts regarding the current state of global investment markets.
23 November 2016
Quarterly market update 2016Alex Hone provides an update on markets including how we have responded to current market conditions and explains the positioning of our portfolios.
23 September 2016
End of reporting season investment updateTony Edwards, Senior Portfolio Manager, shares his views on the recent reporting season.
31 August 2016
Portrait of a modern investorBy David Goodsell, Cuffelinks. What is the biggest threat to investment savings today? You’d be forgiven if you answered volatile markets and anemic growth when in fact, it’s investors themselves. Modern investors aren’t just nervous, they’re deeply conflicted. Our recent survey (the Natixis Global Survey of Individual Investors included 7,100 global investors of which 300…
26 August 2016
Half Yearly Investment UpdateThe first half of 2016 saw a significant increase in market volatility, initially driven by fears around the sustainability of China’s growth. At the end of 2015, the US Federal Reserve (“the Fed”) raised its policy from effectively zero, where it had remained since the height of the GFC, an unprecedented 8 year period of highly expansionary policy settings...
01 August 2016
End of Financial Year Investment UpdateAlex Hone provides an investment update following the 2015-2016 financial year.
29 June 2016
Philanthropy can blend tax deductions, engagement and impactBy Antonia Ruffell, Cuffelinks. Towards the end of the financial year, many people start focussing on potential tax deductions to reduce their taxable income. The most common techniques include bringing forward expenses or realising capital losses, but don’t overlook the role philanthropy can play in end-of-year tax planning. Tax deductible donations to charities always increase…
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