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Edition: 329

1-8 out of 8 results.

ATO to shine spotlight on poor SMSF investment data

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

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

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

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

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

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

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.

Most viewed in recent weeks

Warren Buffett's final lesson

I’ve long seen Buffett as a flawed genius: a great investor though a man with shortcomings. With his final letter to Berkshire shareholders, I reflect on how my views of Buffett have changed and the legacy he leaves.

The housing market is heading into choppy waters

With rates on hold and housing demand strong, lenders are pushing boundaries. As risky products return, borrowers should be cautious and not let clever marketing cloud their judgment.

Why it’s time to ditch the retirement journey

Retirement isn’t a clean financial arc. Income shocks, health costs and family pressures hit at random, exposing the limits of age-based planning and the myth of a predictable “retirement journey".

Australia's retirement system works brilliantly for some - but not all

The superannuation system has succeeded brilliantly at what it was designed to do: accumulate wealth during working lives. The next challenge is meeting members’ diverse needs in retirement. 

The 3 biggest residential property myths

I am a professional real estate investor who hears a lot of opinions rather than facts from so-called experts on the topic of property. Here are the largest myths when it comes to Australia’s biggest asset class.

Welcome to Firstlinks Edition 637 with weekend update

What should you do if you think this market is grossly overvalued? While it’s impossible to predict the future, it is possible to prepare, and here are three tips on how to best construct your portfolio for what’s ahead.

  • 13 November 2025

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