20 October 2026

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It’s time for LICs to die Testamentary trusts survived the trust tax. The drafting battle has just begun.Is it time to bail on Australian stocks?The new capital gains tax trap for your portfolio How the typical Australian Family could save $844,350 in taxes

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Home / 334

Edition: 334

1-8 out of 8 results.

Nest and nest egg: 23 aspects of housing and ageing

Rafal Chomik, Sophie Yan
27 November 2019
10

The family home is the biggest asset of most Australians across all age groups, and its role as both a place to live and an investment makes home ownership the biggest retirement policy issue.

House prices are rising again, but will brakes be applied?

Diana Mousina
27 November 2019
1

House prices have recovered quickly, driven by low interest rates, a relaxation of lending standards and the reelection of the Coalition. Will APRA be tempted to impose new prudential standards?

How ‘residential for rent’ may change Australian housing

Stephen Hayes
27 November 2019
2

Australia has lagged many developed countries in providing top quality rental accommodation owned by institutions, but it is changing, driven by social preferences, affordability and investor needs.

Why emerging markets are difficult for index funds

Conrad Saldanha
27 November 2019
2

Many investors are looking to emerging markets due to stretched valuations in developed markets, but there are particular reasons why choosing a passive ETF in emerging markets may not be optimal.

What is quant investing and why is it different?

Max Cappetta
27 November 2019
1

Quantitative investing has its share of critics who denounce the investment approach as a black box exercise. But this active investing style is directly supported by analysis of the numbers.

Voting your shares: it’s worth the effort

Fiona Balzer
27 November 2019
1

Individuals may feel disempowered when their small number of shares are outweighed by large institutions, but combining retail power into a voting block can lead to meaningful engagement.

Media worth consuming - November 2019

Jonathan Rochford
27 November 2019
2

Links to dozens of global media articles that often do not receive mainstream coverage in Australia. It's sceptical, fun and revealing, often challenging consensus and accepted wisdom.

Welcome to Firstlinks Edition 334

27 November 2019
2

Two reports this week confirm that superannuation will remain at the forefront of social, business and political debate forever. Deloittes issued an estimate that super assets will grow from the current $3 trillion to $10 trillion over the next 20 years, and super funds will become so large that they will own most of the listed assets in Australia.

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Most viewed in recent weeks

It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

David Tuckwell
30 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

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

The new capital gains tax trap for your portfolio

Investors have long accepted one portfolio rule without much question. A major tax shift could change that calculation entirely, forcing difficult trade-offs between risk, discipline and an overlooked cost lurking beneath.

Shani Jayamanne
16 September 2026

How the typical Australian Family could save $844,350 in taxes

The value of a testamentary trust is not determined by wealth alone. Depending on circumstances, it can reduce the tax burden on inherited income, create efficiencies and help build intergenerational wealth.

Abbey John
23 September 2026

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

Mark LaMonica CFA
14 October 2026

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