1 June 2026

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2 billion reasons to fix retirement income The ultimate superannuation EOFY checklist 2026 Noel Whittaker’s take on the budget Australia has no death duties. Technically.Welcome to Firstlinks Edition 662 with weekend update

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Edition: 156

1-8 out of 8 results.

Edition 156

20 May 2016

I thought I understood the consequences for me of the proposed changes to superannuation, but this week I received a shock. It has nothing to do with the $1.6 million transfer cap nor the $500,000 non-concessional cap. Olivia Long explains how the proposed changes to transition-to-retirement rules will hit thousands of you in a way nobody else has covered.

Retrospectivity ain’t what it used to be

Graham Hand
20 May 2016
47

In recent months, both sides of politics have explained what they mean by 'retrospective' changes to policy, and their new superannuation rules fall into their own definitions.

Workers reaching 60 face super shock

Olivia Long
20 May 2016
16

Among the Budget's proposed super changes, little has been said about the broad impact of the new transition to retirement rules. Those who intend working beyond the age of 60 may now pay tax on their entire balance.

SMSF assets will not need segregating

Doug McBirnie
19 May 2016
9

SMSFs transferring funds to a tax-free pension account under the proposed cap of $1.6 million will not need to sell or segregate assets from an accumulation account for the same member.

Zip your wallet against economic forecasts

Roger Montgomery
19 May 2016
6

Given how difficult it is to forecast statistics such as GDP, employment or inflation, investors should ignore macroeconomics. Even if forecasts were accurate, they are not very useful for valuing shares.

Fear factor should start the hunting season

Peter Thornhill
19 May 2016
26

The current level of fear in the market could be signalling a downturn or even another GFC. Investors should remember the lessons from the last crisis, and be in a position to take advantage of the next one.

The value of wealth management for Australian banks

Hugh Dive
19 May 2016
1

The wealth management businesses of major banks may be efficient uses of their capital, but it comes with scrutiny of the vertical integration model and culture risks. There's increasing focus on whether it's worth having.

Rules can change, but the final score still matters most

Tony Hansen
19 May 2016
2

Although the proposed changes to superannuation might be worryingly detrimental to retirement outcomes, super will remain the most tax-effective retirement saving vehicle for the majority of people.

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