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Edition: 314

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Welcome to the Firstlinks Edition 314

Strange times indeed. Despite US and Australian equity markets near all-time highs and superannuation funds enjoying record inflows, the wealth industry is undergoing a severe overhaul. Unprecedented numbers of fund managers are not only struggling but closing their doors.

10 reasons many fund managers are now blank spaces

Where once the name plates of exciting new fund managers proudly displayed, now there are blank spaces. What is happening in the industry that so many talented people are closing the doors?

Nathan Hughes on consistency in strange markets

Regardless of how a fund manager is performing, it's vital to have the confidence in a long-term set of rules that have stood the test of time through many markets, including recognising SRI principles.

Four foreign exchange secrets for travelers

Many people put months of effort into planning a foreign trip, only to leave FX transactions to the last minute, including the worst sin of changing currency at the airport. There are better ways.

Property market fundamentals look strong

The Coalition victory in the Federal election removed many policies which were overhanging the property market, and a relaxation of bank lending conditions is underpinning the signs of recovery.

Bringing agribusiness investing to account

Agricultural management and investment has become sophisticated as the world needs more food and fibre, and it not only about the environment but improving the economic returns.

You've worked hard, but are you 'entitled'?

Do people who have worked hard all their lives really have an 'entitlement' to an age pension? Somewhere along the line, has any government made a solemn promise to Australian retirees?

What is the new work test exemption?

Understanding the new work test exemption rules may enable individuals to maximise their contributions to super and thus their tax effective retirement savings.

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.

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 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.

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.

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.

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