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Edition: 1

1-7 out of 7 results.

Edition 1

  • 8 February 2013

Paul Keating on longevity risk, surprising calmness in markets, franking credits and tax, new rules on financial advice, lifecycle theory, and events that will shape 2013.

We're living longer and so should our superannuation

The government should be the key provider of a national annuity scheme to cater for what is now a growing gap in our retirement incomes system as a result of people living for 80 years and more.

We live in interesting times: the game-changers in 2013

What a time to launch a superannuation website and newsletter! The super, advice and investing landscape is facing more game-changers at the moment than at any time since the introduction of compulsory super in 1992.

'Volatility' - what volatility?

If we ignore the media hype and look at the facts, 2012 was in fact a wonderful year for the equity market. Not only great returns, but surprisingly low volatility and few large down days. 2012 was the calmest year since 2005.

To be perfectly franked, and pay no tax

Kerry Packer openly admitted that he managed his companies to minimise their tax bills. He would have loved superannuation and franking credits. A super fund needs only 32% of its assets allocated to fully franked shares to pay no income tax on its entire portfolio.

Will the new rules for financial advice make a difference?

From 1 July 2013, investment managers and platforms will be banned from paying commissions to financial advisers on new business. This should have happened years ago, but the industry’s tardiness has resulted in additional regulations on advice fees that are deducted from clients’ accounts.

An introduction to lifecycle theory

Lifecycle theory is one of the more exciting and applicable research fields in financial academia yet it receives little discussion in Australia’s superannuation industry. The findings have the potential to improve outcomes for Australian households.

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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