Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 158

Edition: 158

1-8 out of 8 results.

Edition 158

  • 3 June 2016

The daily media focus on superannuation has deflected some attention from the policy differences on negative gearing and capital gains concessions. Residential property is worth three times the value of the entire superannuation pool. We summarise the policies and include a short survey for your opinion.

Negative gearing and capital gains survey

Residential property in Australia represents 65% of net household wealth, and is worth three times the superannuation pool. Depending on the outcome of the Federal election, the rules could change from 1 July 2017.

10 hints on realising capital losses for EOFY

Anyone with capital gains from property or shares should scan the rest of their portfolio for possible offsetting capital losses, always being wary of the ATO's wash sale provisions.

Regulator demands robos understand clients

While ASIC reviews the feedback on its robo advice policies, the US regulator makes it clear it requires the same standard of care from robo advisers as it expects from human advisers.

SMSFs and infrastructure is marriage made in heaven

Australia needs capital for infrastructure, and SMSF trustees want direct access to assets with yield and long-term security. It's a win-win if governments can find a structure to bring the two together.

Stranded: too old to work, too young for the pension

There's a gap between the age when many people are considered too old to start a new job, and qualifying for the age pension. It leaves those who do not own their home especially vulnerable.

We still care about real cash

There's already a fuss about the appearance of the new $5 note, but there's a lot goes into the design of our currency.

The longest comment we've ever received

By far the longest comment we have ever received, we're giving these passionate thoughts some more exposure.

Most viewed in recent weeks

Warren Buffett's final lesson

I’ve long seen Buffett as a flawed genius: a great investor though a man with shortcomings. With his final letter to Berkshire shareholders, I reflect on how my views of Buffett have changed and the legacy he leaves.

13 ways to save money on your tax - legally

Thoughtful tax planning is a cornerstone of successful investing. This highlights 13 legal ways that you can reduce tax, preserve capital, and enhance long-term wealth across super, property, and shares.

The housing market is heading into choppy waters

With rates on hold and housing demand strong, lenders are pushing boundaries. As risky products return, borrowers should be cautious and not let clever marketing cloud their judgment.

Why it’s time to ditch the retirement journey

Retirement isn’t a clean financial arc. Income shocks, health costs and family pressures hit at random, exposing the limits of age-based planning and the myth of a predictable “retirement journey".

Taking from the young, giving to the old

Despite soaring retiree wealth, public spending on older Australians continues to rise. The result: retirees now out-earn the young, exposing structural flaws in the tax system and challenges for fiscal sustainability.

Welcome to Firstlinks Edition 637 with weekend update

What should you do if you think this market is grossly overvalued? While it’s impossible to predict the future, it is possible to prepare, and here are three tips on how to best construct your portfolio for what’s ahead.

  • 13 November 2025

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.