21 May 2025

Recently trending

Pros and cons of Labor's home batteries scheme Howard Marks: the investing game has changed Welcome to Firstlinks Edition 606 with weekend update 4 ways to take advantage of the market turmoil An enlightened dividend path

Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."

Eleanor Dartnall, AFA Adviser of the Year, 2014: "Our clients love your newsletter. Your articles are avidly read by advisers and they learn a great deal."

Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"

Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."

John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."

Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"

Reader: "I can quickly sort the items that I am interested in, then research them more fully. It is also a regular reminder that I need to do this."

Australian Investors Association: "Australia's foremost independent financial newsletter for professionals and self-directed investors."

John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."

Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."

Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."

Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"

Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."

Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."

Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."

Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."

David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"

Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"

Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."

Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."

Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."

Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks. Thanks for the wonderful resource you have here, it really is first class."

Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."

Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."

Professor Robert Deutsch: "This has got to be the best set of articles on economic and financial matters. Always something worthwhile reading in Firstlinks. Thankyou"

Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."

Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"

Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."

Home / 175

Edition: 175

1-8 out of 8 results.

Edition 175

30 September 2016

‘Shorting’ securities, or selling by borrowing the stock, has a poor reputation, and is often blamed for driving down share prices. Roger Montgomery argues that with many companies facing disruption and overvalued share prices, it’s an important technique and is now so common it should be considered ‘mainstream’.

Make alternatives mainstream and don’t be sold short

Roger Montgomery
29 September 2016
1

Disruption across many industries often makes it easier to pick the losers than the winners. Short-selling can play an important and legitimate role in an investment portfolio, although it continues to attract criticism.

Four ways to avoid super death benefit taxes

Mark Ellem
29 September 2016
35

Superannuation death benefits paid to adult children can incur a heavy tax impost, but there are strategies available to avoid paying more tax than necessary. It's not always possible to know when you'll die.

Investor sentiment can be highly misleading

Don Stammer
29 September 2016

Statistics measuring investor sentiment are often flawed but the market's reaction to such statistics is even more misguided. It's likely that shares will be sold more than justified when rates rise.

Decarbonisation, energy storage and efficiency

Rebecca Sherlock
29 September 2016
1

Renewable energy production is growing due to technology driving significant cost reductions and improvements in energy efficiency. Carbon reduction targets, tax schemes and our social conscience also help.

Is it time for an SMSF rethink on deposits?

Damien Wood
29 September 2016
2

Australian bank liquidity regulations are continuing to tighten, adversely affecting access to cash and the ability of SMSFs to earn the same returns from bank deposits as individuals.

Liquid asset benefits agriculture and the environment

Rich Gilmore
29 September 2016

Impact investing is no passing fad, with an estimated $32 billion to be invested over the next decade in Australia alone. This article looks at just one example of an impact investment, the Balanced Water Fund.

The opportunities in global equities for Australian investors

Graham Hand
28 September 2016

An article written for the Australian Shareholders' Association's October 2016 edition of 'Equity' on SMSF use of global equities and the wide range of opportunities readily available.

Firstlinks is sponsored by:

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Noel Whittaker
23 April 2025

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

James Gruber
9 April 2025

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

James Gruber
16 April 2025

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Jen Nurick, Josh Veltman
23 April 2025

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

John Abernethy
14 May 2025

Alliances

Site Map

About Firstlinks

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.