9 October 2025

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Are LICs licked?Retirement income expectations hit new highs Welcome to Firstlinks Edition 627 with weekend update 5 charts every retiree must see…Why super returns may be heading lower

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Edition: 329

1-8 out of 8 results.

ATO to shine spotlight on poor SMSF investment data

Graham Hand
23 October 2019
9

Although SMSFs are the largest segment of the $3 trillion super industry, the data on asset allocation is poor. There are signs the ATO is finally looking to fix its data collection.

The ‘streaming wars’ could penalise viewers

Michael Collins
23 October 2019
1

Netflix once claimed its creation of 'binge watching' made sleep its major competitor. Now, the coming blow will be the loss of one platform that offers just about everything subscribers want.

Five tips for Aussies who live in the US

Noel Whittaker
23 October 2019
7

A million Australians live overseas, and many forget the complexities that can arise in their financial affairs. Watch in particular for changing tax status, as in this US example.

Managing risk using asset diversification

William Gormly
23 October 2019
2

Investors should construct an ‘optimal portfolio’ that broadly falls on the efficient frontier. A ‘high growth’ balanced portfolio can deliver higher returns with lower risk than equities alone.

Six common estate planning errors

Kirsten Lynn
23 October 2019
13

Even if you are in a wonderful relationship now, you should not assume you will never be in a blended family. We all need to plan accordingly by avoiding common mistakes in wealth planning.

Japan diary: Getting up to speed on infrastructure

Trent Koch
23 October 2019
2

In this fascinating travel diary, learn how Japan gives investors access to quality infrastructure assets trading at attractive multiples. The country is opening itself up to the world like never before.

Designing a world-class post-retirement system

Deborah Ralston
23 October 2019
1

Australia has an opportunity to build a world-class decumulation system that gives individuals security and flexibility in retirement, but it's different from the accumulation phase (republished from 2013).

Welcome to Firstlinks Edition 329

23 October 2019
2

Are you ready to pay your bank to accept your deposits, as is happening in Denmark and elsewhere? Already, some Australian banks will not accept large deposits from companies unless there is a business relationship. The ACCC Review on mortgage pricing may exacerbate the problem for depositors, as government pressure to reduce mortgage rates will be passed to the other side of the balance sheet.

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Are LICs licked?

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Welcome to Firstlinks Edition 627 with weekend update

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Why super returns may be heading lower

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Super crosses the retirement Rubicon

Australia's superannuation system faces a 'Rubicon' moment, a turning point where the focus is shifting from accumulation phase to retirement readiness, but unfortunately, many funds are not rising to the challenge.

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