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Edition: 306

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Cuffelinks Firstlinks Edition 306

Election countdown, 7 ways to fix franking loss, more tax avoidance, contributions tax, CGT, investing rules of thumb, behaviour, AI ethics.

10 rules of thumb for investing during uncertainty

To avoid retreating from making investment decisions during uncertainty, investors are compelled to rely on 'rules of thumb' to guide them in decision-making. Here are many of the more popular commonly-used rules.

Investors can reduce failures of self-control

Investors do not make rational decisions, and David Laibson's research suggests changing the environment has proven to be more effective than trying to talk people into changing their behavior.

AI is running ahead of its ethical issues

Artificial Intelligence is developing faster than the ethical issues is raises, as most people seem unconcerned about the impact of data trails and decision-making by algorithms. The response in time is likely to be more regulation.

Why extra super contributions tax may catch you too

The extra 15% Division 293 tax slips easily under the radar, and most people do not realise how it is calculated and how the proposed Labor policy might now capture them.

Franking policy may increase corporate tax avoidance

The results of three studies suggest that companies undertake less tax avoidance due to franking credit refundability. It gives an incentive to pay corporate tax and franked dividends to satisfy Australian shareholders.

Two Labor policies facing inadequate scrutiny

The assumption that being a member of a large pooled fund will protect franking credit refunds, and the lack of concern about the impact of Labor's capital gains tax change, both require greater scrutiny.

7 strategies to manage a loss of franking

Much has been written about Labor's franking policy, so we bring together a range of possible strategies. It's likely that even if implemented, it will not be in its current guise, so anyone affected should wait before taking action.

Most viewed in recent weeks

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

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.

Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

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

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