6 October 2025

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Simple maths says the AI investment boom ends badly Why we should follow Canada and cut migration Are LICs licked?Australian house price speculators: What were you thinking?Retirement income expectations hit new highs

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Edition: 107

1-8 out of 8 results.

Edition 107

1 May 2015

Tax aware investment management, how the banking industry is being disrupted, good reasons to insure your children, managing internal fraud risk, the search for 'safe' yield in defensive stocks driving prices and Labor's proposal to tax pension earnings.

Value of tax-aware investment management

Harry Chemay
1 May 2015
7

The investment performance of super funds and other investment managers has historically been measured against pre-tax indices. Once tax is taken into account, the return on investments is quite different.

Disruptive technology in banking

Michael Birch
1 May 2015
3

A seismic shift is happening right under the banks’ noses. Tech companies with leading brands, customer loyalty and sizeable balance sheets are adding banking products and financial services to their broad array of offerings.

Ensure your children are insured

Noel Whittaker
1 May 2015
1

Serious illness is something we think will happen to somebody else and insurance, like making a will, is easy to put off. It’s only when the problems start that we realise it’s too late to do anything about it.

The ‘low versus no’ risk appetite for internal fraud

Tony Prior
1 May 2015

The risk of internal fraud is a commercial reality of doing business, but how does a financial institution manage the optics of a low risk appetite and still communicate the message to employees that it is not ‘open slather’?

Low rates and the equity risk premium

Sam Ferraro
1 May 2015

With investors gravitating towards ‘safer’ equities for yield, the equity risk premium is playing an important role in the variance of earnings multiples between defensive and cyclical sectors of the Australian equity market.

Labor is proposing a complex ‘new tax’

Stuart Forsyth
1 May 2015
5

A response to Labor’s proposal to tax superannuation earnings of more than $75,000 during retirement phase from a former Assistant Deputy Commissioner for the ATO who has seen it all before.

President Obama's comedy routine at the 2015 Correspondents' Dinner

Graham Hand
28 April 2015

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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.

Harris Kupperman
27 August 2025

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.

James Gruber
27 August 2025

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.

James Gruber
10 September 2025

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?

Larry Bricks*
27 August 2025

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?

Vanguard Investments Australia
24 September 2025

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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