22 June 2026

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Noel Whittaker’s take on the budget Australia has no death duties. Technically.Welcome to Firstlinks Edition 662 with weekend update How to minimise tax with a will How inflation is quietly moving the goalposts on retirement

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Edition: 146

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Edition 146

11 March 2016

In all my years in the investment industry, I have known only a few people who are able to ignore totally the noise in the sharemarket and focus on the very long-term, safe in the knowledge that dividends, rising productivity and human creativity will protect their wealth.

In share investing, perception is reality

Peter Thornhill
11 March 2016
26

The problem with successful long-term investing is the constant availability of financial data, media commentary, and the ease with which a portfolio can be traded. That’s where a change in perception can help.

What do driverless cars and investing have in common?

Graham Hand
11 March 2016
4

The driverless car is experiencing something that financial markets have always struggled with: the vagaries of human behaviour. Can Google deliver insights to help finance theory, or can we expect more crashes?

Multi-manager diversification or tax efficiency or both?

Raewyn Williams
11 March 2016
5

Often with multi-manager funds, each manager acts autonomously, unaware of what the others are doing. Funds that adopt a centralised approach can eliminate unnecessary trades and reduce tax inefficiencies.

Taking the good times with The Bard

Nader Naeimi
11 March 2016

In times of financial turmoil, returning to the classics can remind investors to take a long-term perspective and seek opportunities to focus on their financial goals.

Reporting season was not all doom and gloom

Sebastian Evans
11 March 2016
1

Commodity price falls and China worries overhung the market at the start of 2016, and some miners posted terrible results. But February’s reporting season had some bright spots and room for optimism.

Asset class gameboard 1996-2015

Morningstar
10 March 2016
1

Morningstar’s asset class gameboard for 2015 updates how each asset class has performed over the last 20 years, and shows that no single asset class consistently outperforms the others.

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Noel Whittaker’s take on the budget

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How to minimise tax with a will

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How inflation is quietly moving the goalposts on retirement

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Jen Richardson
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A return to indexation of capital gains would be a fairer way to compensate households for the effects of inflation than the current discount. Importantly, it opens the door to future, broader reforms to stop the taxation of inflation.

Matt Nolan
20 May 2026

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