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Edition: 13

1-6 out of 6 results.

Edition 13

  • 3 May 2013

Superannuation reforms needed, Social Benefit Bonds, gold prices since 1860, financial benefit of delaying retirement, better capital allocation. Coming soon: the Markowitz Interview.

Super reforms not nearly enough

The recent superannuation reforms were just tinkering around the edges of Australia’s retirement savings system challenges. We need far more radical policy changes if our nation is to survive its demographic time bomb.

Social Benefit Bonds: an emerging asset class

Social impact investing is an emerging new asset class that provides opportunities for investors to generate both a financial and a social return.

Putting off that retirement speech

The ideal outcome approaching retirement is to have the ability to extend a working career as a conscious choice, or if financially and personally appropriate, make the farewell speech.

Capital allocation and management ability – Part 2

If a company is growing, with increasing equity and profits, how does an investor know that management and the board are dudding shareholders?

An historical (not hysterical) look at gold

For much of the last 2,500 years, one ounce of gold has been able to buy items worth the equivalent of around USD500 in today’s dollars adjusted for inflation. But retail buyers are rushing to buy physical gold at current levels.

Most viewed in recent weeks

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.

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

5 charts every retiree must see…

Retirement can be daunting for Australians facing financial uncertainty. Understand your goals, longevity challenges, inflation impacts, market risks, and components of retirement income with these crucial charts.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

Super crosses the retirement Rubicon

Australia's superannuation system faces a 'Rubicon' moment, a turning point where the focus is shifting from accumulation phase to retirement readiness, but unfortunately, many funds are not rising to the challenge.

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