11 June 2026

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Noel Whittaker’s take on the budget Australia has no death duties. Technically.Lithium's rally is real this time – but no-one trusts it Welcome to Firstlinks Edition 662 with weekend update How inflation is quietly moving the goalposts on retirement

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Edition: 323

1-10 out of 10 results.

Welcome to Firstlinks Edition 323

11 September 2019

Sometime in the next year, if there is no major market fall, total assets in superannuation will hit $3 trillion on the way to a forecast $10 trillion in 20 years, as shown below. Not bad for a country with GDP of about $1.9 trillion. The entire market value of all listed companies in Australia is about $2.1 trillion. While super funds obviously invest in a wide range of other asset classes, super investments will be increasingly offshore.

Daniel Foggo on why P2P lending is not what you think

Graham Hand
11 September 2019
1

Marketplace or P2P lending has come a long way in Australia in the last five years. Most investors will be surprised by the type of borrowers and purposes of the loans, and how they are priced.

Most investors are wrong on dividend yield as income

Peter Thornhill
11 September 2019
21

The current yield on a share or trust is simply the latest dividend divided by the current share price, an abstract number at a point in time. What really matters is the income delivered in the long run.

The top six checklist: is my SMSF on track and compliant?

Graeme Colley
11 September 2019
5

With increasing scrutiny on SMSFs, it's worth checking yours is on track. Issues include establishing, investing, obligations, compliance, paying benefits and preparing for an eventual exit.

The merits of holding some cash in US$

Gofran Chowdhury
11 September 2019
1

Investors are looking overseas for investments more than ever, but most do not hold some of their cash in US$. It gives exposure to the world's leading economy, perhaps at a higher rate.

Managing LIC discounts and premiums

Peter Rae
11 September 2019
3

Many Listed Investment Companies, or LICs, have developed persistent discounts to NTA in their share prices, and buyback programmes are struggling to have much impact. See also the latest update on new issues in the LIC space.

How the S-curve helps to find winners and losers

Nick Griffin
11 September 2019
1

The key to investment success is identifying the winners from the structural growth tailwinds, regardless of the macro-environment. Here are examples of likely winners and strugglers.

Central banks risk losing their feted ‘independence’

Michael Collins
11 September 2019
1

Central bank independence was an appropriate solution when inflation was a threat. In today’s low-inflation, low-growth and high-debt world, even central banks doubt their level of influence.

Has FoFA become the Failure of Financial Advice?

Graham Hand
11 September 2019
33

In solving problems relating to conflicts and best interest duties, comprehensive financial advice has become so expensive that it will be increasingly confined to the wealthy. Is that what we want?

CFSGAM rebrands to First Sentier Investors

Graham Hand
11 September 2019

First Sentier Investors is the new name for Colonial First State Global Asset Management, completing the separation from CBA. It's the end of an era for the business Chris Cuffe led for 14 years.

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Noel Whittaker’s take on the budget

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Welcome to Firstlinks Edition 662 with weekend update

The debate over the budget is increasingly shaped by frustration and perceptions of unfairness, rather than clear-eyed assessment of policy outcomes.

Mark LaMonica CFA
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How inflation is quietly moving the goalposts on retirement

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Jen Richardson
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How to minimise tax with a will

Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.

Shani Jayamanne
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