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21 July 2025

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Edition: 336

1-10 out of 10 results.

Fund giant feels heat in ETF fee war

State Street Global Advisors is a pioneer in the Australian ETF market, but aggressive pricing from new rivals has eroded its competitive edge.

Millennials struggle to invest, but property top priority

The investment industry is looking for the best ways to engage with millennials. While younger people want to invest, they are either saving for a home or cannot afford to invest at the moment. 

Four major insights from APRA’s super heatmap

Check your fund on the heatmap. Many super trustees must decide whether to stick with their strategies or accept that APRA will take a tough approach to weeding out underperformers with high fees.

Checking the temperature of the APRA heatmap

The APRA MySuper heatmap uses a consistent methodology, and some funds come out badly. How will members and trustees react, and should APRA have sorted out the problems privately? 

Australian ETFs further widen their appeal

ETFs continue to increase strongly, especially in the fixed income category, with younger people and advisers among the major growth categories. Within a year, assets could hit $75 billion. 

A decade of Aussie shares: who delivered, who dithered?

Following the uncertainty of the GFC, 2010 to 2019 delivered decent Australian share results overall, with wide variations by sector. It's fascinating to see who won and lost over the decade.

Have bonds reached the end of the line?

Some investors are questioning the role of bonds with such low rates, but they remain an important part of a diversified portfolio for several reasons. Don't give up on them yet.

How to sell business real property into an SMSF

From 1 July 2018, new provisions affect SMSF members putting business real property into their SMSF, including making future contributions. But it's not the end of this popular strategy.

The role of retirement villages in retiree housing

The majority of Australians prefer to ‘age in place’, and legislation on retirement villages is complex. They are increasingly popular but understanding the options is not for the faint-hearted.

Welcome to Firstlinks Edition 336

  • 11 December 2019

The irony of the focus on longevity and the retiree fear of money running out is that most people leave more assets to their estate than they held when they entered retirement. If it's possible to look from beyond the grave, it must be frustrating to have worked hard and saved, then lived a frugal retirement, only to see the following generations fritter the money away.

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Most viewed in recent weeks

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains. 

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

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