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1 July 2025
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Our sincere thanks for the amazing personal stories of how wealth was built by hard work or where some were not as fortunate. Another 600 readers have taken part in the survey since the last update.
The arguments on whether advisers can accept selling fees on LICs and LITs is heating up as lobbyists work both sides of the fence. Your input to our survey will give Treasury some useful data.
While every generation has its unique opportunities, the majority of Firstlinks readers agree that Boomers have had a better run than others. But the real highlights here are in the comments.
Two-thirds of the responses to our reader poll say the family home should be included in some way in the age pension assets test, but the comments show it is an emotional and divisive subject.
Cuffelinks has received over a thousand comments on Labor's franking credit proposal. Here is a selection in favour of the policy to balance the generally critical nature of most comments and articles on the policy.
Almost 2,000 people completed the franking credits survey, with 84% opposing the Labor proposal. Surprisingly, over half intend taking some action to mitigate the consequences.
For much of Australia’s history, each new generation has been better off than the last: better jobs and incomes as well as improved living standards. A new report assesses whether this time may be different.
In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.
The latest lists of Australia’s wealthiest individuals show that while overall wealth has continued to rise, gains by individuals haven't been uniform. Many might have been better off adopting a simpler investment strategy.
As inflation eases, the Albanese government is switching its focus to lifting Australia’s sluggish productivity. Can corporate tax cuts reboot growth - or are we chasing a theory that doesn’t quite work here?
April’s sharp rebound may feel familiar, but are V-shaped recoveries really more common in the post-COVID world? A look at market history suggests otherwise and hints that a common bias might be skewing perceptions.
Old distinctions between developed and emerging market bonds no longer hold true. At a time where true diversification matters more than ever, this has big ramifications for the way that portfolios should be constructed.
As the July school holiday break nears, here are some investment classics to put onto your reading list. The books offer lessons in investment strategy, financial disasters, and mergers and acquisitions.