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Graham Hand

Welcome to the Firstlinks Newsletter Edition 313

Most investors enjoyed the strong sharemarket recovery in the second half of 2018/2019, with the All Ords Index up a wonderful 19.8% including dividends after a shaky December quarter.

Welcome to the Firstlinks Newsletter Edition 312

Today is 27 June and 30 June is a Sunday, so take a few minutes to think about EOFY actions. From Monday, unless they receive a member request, super funds will cancel insurance on small accounts which have been inactive for 16 months. Also, bring forward expenses for a tax deduction this year.

James Maydew on how demographics drives real estate

Managing listed real estate investments on a global basis allows opportunities to be taken anywhere, and as demographics affects property, move into different sectors and countries. But ultimately, all property is local.

Senator Hume imposes moral obligation before SG increases

Senator Jane Hume is the new Assistant Minister for Superannuation, Financial Services and Financial Technology. Her first public statements included no new policies but a commitment to delivering greater efficiencies.

Welcome to the Firstlinks Newsletter Edition 311

The headlines and graphics are ready. With the All Ordinaries Index closing yesterday at 6,728, it is apparently within striking distance of the all-time high on 31 October 2007 of 6,873. But sorry to spoil the party.

James Abela on companies, from toddlers to nightclubs

Our Interview Series continues with a small cap manager who uses unique filters, including the Toddler Index, and likens investing to going to a nightclub. And guess what time of night it is.

Latest Updates

Investment strategies

How to choose a good fund manager

Despite the rise of passive investing, Australia has a number of top shelf fund managers who have consistently outperformed indices over the long-term. This looks at how to identify the best active funds for your portfolio.

Property

Key factors behind the housing supply crisis

Australia’s housing supply is falling far short of demand, driving up prices and rents. With approvals down, costs up, and planning delays rampant, the next generation may not forget - or forgive - this crisis. 

Economy

Electricity transmission is Australia's next problem

Australia’s energy transition will take decades to complete because new renewable generating capacity in the far-flung locations will require transmission capacity to be added. And we're well behind schedule on this.

Planning

Family trusts and relationship breakdowns

Trusts offer flexibility and asset protection, but in relationship breakdowns, courts can 'look through' them. Understanding control, purpose, and asset origins is key to preserving trust benefits in family law disputes.

Property

Selling your holiday home? You may be able to pay less tax

Selling your holiday home can make a lot of sense, but it can also lead to a big tax bill. Fortunately, there are strategies that investors can use to boost their retirement balance and cut their capital gains liability.

Why it's time to revisit the case for non-US stocks

History shows that global equity returns tend to be cyclical and that outperformance between regions can flip. After years of underperformance, there are growing reasons to add non-US equities to a diversified portfolio today.

Economy

Should America follow Australia with a sovereign wealth fund?

While appointing a seasoned banker to lead a US sovereign wealth fund sounds promising, the plan itself could expose the country to massive risks, market distortions, and dangerous expansions of presidential power. 

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