15 July 2026

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Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate High quality businesses are on sale Meg on SMSFs: The CGT changes don’t impact super but what about Div 296 tax decisions?The strange effect of the 30% minimum capital gains tax Welcome to Firstlinks Edition 667 with weekend update

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Home / Author: Bill Evans

Bill Evans

2023: a tale of two halves

Next year is when inflation falls, economies stall, central banks continue to tighten decisively in the first half, and are on hold by mid-year through to year-end. That'll pave the way for sustained policy easing in 2024.

Bill Evans
21 December 2022

Why the Reserve Bank will cut the cash rate twice

A close inspection of Reserve Bank Board minutes, the implications of US Fed moves, the way unemployment is measured and how monetary policy is set add up to a picture of further rate cuts.

Bill Evans
25 September 2019
12

A surprise domestic growth slowdown

One of Australia's senior economists expects local cash rates to remain unchanged through 2019 and 2020, and consumer spending looks weak. By 2020, US growth may be down below 2%.

Bill Evans
11 December 2018
1

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Latest Updates

Planning

Does your will qualify for the discretionary testamentary trust exemption?

Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.

Rachael Rofe
15 July 2026

Lithium's latest drop and what it means for ASX investors

Lithium's latest sell-off has punished ASX miners as prices remain hostage to shifting expectations. The key challenge is navigating a market prone to extreme volatility despite a strong case for the long-term demand outlook.

David Tuckwell
15 July 2026

Investment strategies

CGT reform and fund turnover: who really feels the impact?

The implications of CGT reform are far and wide. As the 50% discount gives way to inflation indexation, turnover and return profiles may become critical drivers of after-tax performance. Some strategies face a far greater hit.

Ethan Xing
15 July 2026

Superannuation

Super was built for a very different Australia

Our retirement system was built around assumptions that no longer hold. Lower homeownership, longer lifespans and changing expectations are exposing cracks that policymakers and super funds need to address.

Adam Nettheim
15 July 2026

Retirement

Retirement in reality - 4 months in

Many people spend years planning financially for retirement but little time preparing for what comes next. Four months in, here are the surprising lessons i've learnt on finding purpose, social connection and healthy habits.

Dr Joanne Earl
15 July 2026

Investment strategies

After the Budget, Australia needs its own definition of quality

As tax reforms reshape investment incentives, investors should rethink what quality investing means in the uniquely concentrated Australian market, where traditional frameworks may not translate as effectively.

Arian Neiron
15 July 2026

Datacenters are the new shale oil

Why are tech giants pouring billions into datacentres when the economics look questionable? The most dangerous words in investing may be: "everyone else is doing it". Today's AI boom has striking parallels with the shale bust.

Harris Kupperman
15 July 2026

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