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Edition: 312

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Welcome to the Firstlinks Newsletter Edition 312

Today is 27 June and 30 June is a Sunday, so take a few minutes to think about EOFY actions. From Monday, unless they receive a member request, super funds will cancel insurance on small accounts which have been inactive for 16 months. Also, bring forward expenses for a tax deduction this year.

James Maydew on how demographics drives real estate

Managing listed real estate investments on a global basis allows opportunities to be taken anywhere, and as demographics affects property, move into different sectors and countries. But ultimately, all property is local.

We have many world best practice companies

While Australian businesses generally achieve returns below global comparisons, our Best 50 have delivered results well above the accepted world best practice level, and they come from a diversity of industries.

Network effects: when big gets very big very quickly

Investors underestimate the power of network effects, which increase the lifetime value of users and deliver high incremental margins with fixed operating costs. It's worth trawling the market for strong network effects.

Franking debate is signal to review SMSFs

Many SMSF trustees rely heavily on the Top 10 stocks on the ASX for income including franking, but the capital preservation has not been good. The franking debate was a good reminder to reconsider the asset allocation.

Mary Meeker’s 2019 Internet Trends Report

Mary Meeker's Internet Trends 2019 is 333 slides in its presentation format, and we have picked out highlights and her 30-minute video summary. Most of us are spending a lot of time looking at screens.

How share buybacks boost the US market

Stock buybacks improve earnings per share, making it look like better company performance. In the US, if buybacks stop for any reason, both management and investors alike will have to shift earnings per share expectations downwards.

Senator Hume imposes moral obligation before SG increases

Senator Jane Hume is the new Assistant Minister for Superannuation, Financial Services and Financial Technology. Her first public statements included no new policies but a commitment to delivering greater efficiencies.

Most viewed in recent weeks

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.

Welcome to Firstlinks Edition 605 with weekend update

Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now? 

  • 3 April 2025

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.

Designing a life, with money to spare

Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.

World's largest asset manager wants to revolutionise your portfolio

Larry Fink is one of the smartest people in the finance industry. In his latest shareholder letter, the Blackrock CEO outlines his quest to become the biggest player in private assets and upend investor portfolios.

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.

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