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Welcome to Firstlinks Edition 463 with weekend update

  • 23 June 2022
  • 7

Marking 30 years of the Superannuation Guarantee, a game changer for Australian super, with industry funds far ahead of retail funds, we check how SMSFs have prospered, and look at coming super changes on 1 July 2022.

Welcome to Firstlinks Edition 462 with weekend update

  • 16 June 2022
  • 14

"Bring it on!" That's what many investors looking for income are thinking as rates rise. But inflation is rampant and we were warned in 2020 and 2021 that there is no 'magic money tree' that allows money printing without poor consequences.

Welcome to Firstlinks Edition 461 with weekend update

  • 9 June 2022
  • 3

The new Labor Cabinet is sworn in and ministers are moving into their offices, and immediately, the lobbyists come knocking, representing clients who 'pay-to-play'. Plus cash rate falls in 2023, EOFY checks and market weakness.

Welcome to Firstlinks Edition 460 with weekend update

  • 2 June 2022
  • 9

Anthony Albanese experienced a good first fortnight as Prime Minister, but an early threat to the fun is energy, both the impact on climate change and the cost. The majority of Australia's energy needs come from fossil fuels and the global transition must not only be timely but fair.

Welcome to Firstlinks Edition 459 with weekend update

  • 26 May 2022
  • 1

Numerous studies show investors in aggregate significantly underperform the funds they use due to poor timing of entry and exit. What does this mean when markets are falling and risks rising? Plus pause to admire the merits of our democracy.

Welcome to Firstlinks Election Edition 458

  • 19 May 2022
  • 12

At around 10.30pm on Saturday night, Scott Morrison called Anthony Albanese to concede defeat in the 2022 election. As voting continued the next day, it became likely that Labor would reach the magic number of 76 seats to form a majority government.   

Welcome to Firstlinks Edition 457 with weekend update

  • 12 May 2022
  • 13

All fund managers have their marketing patter, much of it similar to others. They tell us about their unique process of whittling down the investable universe and their stock selection genius. Then comes the "We hold 100% of our personal investable assets in our fund". Why should we care and is it even a good thing?

Welcome to Firstlinks Edition 465 with weekend update

  • 5 May 2022
  • 12

An hour into the media conference following the increase in the cash rate, Governor Philip Lowe admitted there will be a review into the provision by the Reserve Bank of forward guidance on cash rates. He missed the signs and was mistaken to make predictions about no cash rate increases until 2024.

Welcome to Firstlinks Edition 455 with weekend update

  • 28 April 2022
  • 5

The resolve of many investors to focus on the long term with their share portfolios is increasingly tested as the list of negatives lengthens. There is a lack of visionary policies during an election campaign and stimulatory spending is contradicting the aims of tighter monetary policy.

Welcome to Firstlinks Edition 454 with weekend update

  • 14 April 2022
  • 8

Before the last Federal election, these pages were filled with policy discussions and articles generating hundreds of comments as Labor ran a large target agenda. We all know how that ended. Most Australians distrust government and media, and this campaign will be handouts, spin and personality attacks. Will Australia emerge more divided than ever?

Welcome to Firstlinks Edition 453

  • 7 April 2022
  • 4

'The future ain't what it used to be' and 'It's tough to make predictions, especially about the future' are attributed to Yogi Berra, a great US baseball catcher. But there's one Yogi-ism that does not have much applicability in financial markets at the moment: 'It's like deja vu all over again.' There's a lot we have not seen for a long time, if ever.

Welcome to Firstlinks Edition 452 with weekend update

  • 31 March 2022
  • 2

Every Federal Budget is a balance of politics and economics. On Tuesday, Treasurer Josh Frydenberg handed out some short-term goodies leaving a few grenades for the other side of the election. There was little in the Budget on superannuation, which seems to have lost its proclivity as a fiscal punching bag. The bigger problem is where inflation and interest rates are headed. Plus conflicted commissions are back by reclassifying clients.

Most viewed in recent weeks

Too many retirees miss out on this valuable super fund benefit

With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?

Is the fossil fuel narrative simply too convenient?

A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.

Reece Birtles on selecting stocks for income in retirement

Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.

Welcome to Firstlinks Election Edition 458

At around 10.30pm on Saturday night, Scott Morrison called Anthony Albanese to concede defeat in the 2022 election. As voting continued the next day, it became likely that Labor would reach the magic number of 76 seats to form a majority government.   

  • 19 May 2022

Is it better to rent or own a home under the age pension?

With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.

Keep mandatory super pension drawdowns halved

The Transfer Balance Cap limits the tax concessions available in super pension funds, removing the need for large, compulsory drawdowns. Plus there are no requirements to draw money out of an accumulation fund.

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