28 September 2026

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Why spending more in early retirement can improve lifetime income Testamentary trusts have secured the CGT exemption Meg on SMSFs: What do we think about reversionary pensions these days?Is it time to bail on Australian stocks?Testamentary trusts survived the trust tax. The drafting battle has just begun.

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Home / 314

Edition: 314

1-8 out of 8 results.

Welcome to the Firstlinks Edition 314

Graham Hand
12 July 2019

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

Graham Hand
10 July 2019
38
23

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

Graham Hand
10 July 2019
1

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

Marcus Christoe
10 July 2019
8

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

Justin McCarthy
10 July 2019
3

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

Cullen Gunn
10 July 2019
10

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'?

Warren Bird
10 July 2019
50
12

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?

Julie Steed
10 July 2019
6

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

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Most viewed in recent weeks

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

David Knox
2 September 2026

Testamentary trusts have secured the CGT exemption

Treasury’s latest CGT reform draft delivers a win for testamentary trusts and deceased estates, exempting estate-derived gains from the 30% floor. However, questions on death and divorce rollovers remain unresolved.

Rachael Rofe
19 August 2026

Meg on SMSFs: What do we think about reversionary pensions these days?

Reversionary pensions have long been a staple of SMSF estate planning, but are they still the best option? Meg Heffron revisits a once-clear favourite and asks whether changing super rules have shifted the balance.

Meg Heffron
26 August 2026

Is it time to bail on Australian stocks?

For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.

Marcus Padley
9 September 2026

Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Rachael Rofe
16 September 2026

How does the 4% rule stack up?

The 4% rule has long been retirement's gold standard. But after a difficult period for investors, fresh analysis suggests a more conservative approach may significantly improve the chances of making savings last.

Amy C. Arnott
26 August 2026

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