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Investing Compass

Every Aussie deserves a fair go with super

Season 6, Ep. 5

In this episode, we look at the places where our system is failing some Aussies as it relates to super tax policy. We offer some guidance about what they can do until the system catches up.


Shani's article on this topic can be found here. You can also find the HECS/HELP article mentioned during the podcast here.

Find our weekly wrap below:

Resilience can’t compete with the popular portrayal of successful investors who stare down risk and are rewarded with mountains of cash. What is lost in this inaccurate portrayal is the impact of randomness on results.

Mark's Unconventional Wisdom column goes through how to build resilience into portfolios and why it is important for investors.

Shani's Future Focus column outlines the reasons why she doesn't hold cash. It ties in with reducing complexity in her portfolio, but she also runs through volatility, tactical allocations and inflation.

As well as being a successful writer, Richard Koch is known for turning an early stage investment in Betfair into a nine-figure amount. In the latest edition of Bookworm, Joseph sees if Koch's Star Principle for investors, employees and entrepreneurs can be applied to finding promising companies in the stock market.

 As we head into the federal election this year, the rising cost of education and levels of student debt form a key battleground topic for voters. a sinking number of domestic enrolments indicate individuals are thinking twice before jumping into the higher education system, which begs the question - is university still worth it?


Interested in our investing course? Find it here.


To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

  

Additional resources from our episodes are available via our website.

Audio Producer and mixer: William Ton.

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