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Edition: 104

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Edition 104

  • 10 April 2015

Expectations for the next decade for wealth management, why invest in negative yield bonds, insurance bonds in super, holding collectable assets in SMSFs, commercial property and Ten Commandments for astute investors.

Is there an Uber or Amazon of wealth? Part 2

Looking at the decade ahead, who are the likely winners and losers in the wealth management industry as it adapts to technological innovations, with a particular focus on superannuation? (Plus see related video)

Why investors buy bonds at negative yields

Investing into bonds when you know you will lose money sounds crazy, but aside from interest rates, there’s deflation, economic stability, safety and currency issues to consider.

Will insurance bonds become the new superannuation?

Insurance bonds may be a good fit for high income earners looking for a long-term investment option. Although a life insurance product, there are early signs of an SMSF-like structure to increase the appeal and availability.

Collectable and personal use assets in SMSFs

If your SMSF has invested in personal assets like vintage cars or valuable artworks, new restrictions come into effect on 1 July 2016. You may need to find another way to pay for your passion.

Don’t do what everyone else is doing

Successful investors often say that investing contrary to everyone else is key. Unlisted commercial property is not liquid and carries leverage, but good investing is about finding properties where prices are favourable and creating a more valuable asset.

The Ten Commandments of Transformation

If you don’t want to settle for a managed fund’s performance letter once a year or have a mistrust for the long term, then these Ten Commandments are a less conventional approach.

Most viewed in recent weeks

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Welcome to Firstlinks Edition 627 with weekend update

This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.

  • 4 September 2025

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