12 August 2025

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Which generation had it toughest?Raising the GST to 15%100 Aussies: seven charts on who earns, pays, and owns Here's what should replace the $3 million super tax The best way to get rich and retire early

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Home / 337

Edition: 337

1-8 out of 8 results.

Advisers and investors in the dark on LITs and LICs

Graham Hand
18 December 2019
11

The Treasurer has announced a public consultation into whether advisers can accept selling fees on LITs and LICs to address potential conflicts and compliance with best interests duties.

Three fascinating lessons overlooked by investors

Joe Magyer
18 December 2019
4

Investing is a field where experience matters, but we all operate with a set of beliefs. Staying on top of market research gives useful lessons for investors and challenges common assumptions.

Sale and leasebacks benefit both companies and investors

Adrian Harrington
18 December 2019
1

Property funds are finding new assets in companies making better capital management decisions by selling their properties and leasing them back. It also gives investors strong long-term returns.

Fewer new LICs and LITs in 2019, but more funds raised

Peter Rae
18 December 2019

Fixed interest LITs domniated the traditional equity LICs in 2019, and while bond issuers enjoyed unprecedented demand, many equity LICs struggled with large discounts to asset value.

How much can retirees spend and not run out of money?

Graham Hand
18 December 2019
21

The '4% withdrawal rate' is a commonly-used safe amount to take from retirement savings and not run out of money. But this may lead to frugality when retirees could enjoy a better lifestyle.

A simple method to help mitigate sequencing risks

Roger Montgomery
18 December 2019
6

A shock to a portfolio at the wrong time can compromise a retirement plan where cash must be withdrawn each year. There are funds which attempt to trade some of the upside to reduce the downside.

Technical analysis using four trading tools

Kim Cramer Larsson
18 December 2019
2

Often the method of choice for advanced traders, technical analysis is a set of tools that other investors can use. They interpret market movements to better understand sentiment and risk.

Welcome to Firstlinks Edition 337

18 December 2019

If there were ever a time to offer a 20/20 vision about the future course of markets, a few days out from 2020 would be it. While we are happy to publish the views of others, here at Firstlinks, we don't profess to have a crystal ball. When major geopolitical risks rest in the hands of Donald Trump, Boris Johnson, Kim Jong-un and Xi Jinping, with the potential of a midnight tweet to cause a market meltdown, predictions are fraught. It's better to set up a portfolio according to your goals and risk appetite, and stick to a long-term plan.

Firstlinks is sponsored by:

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Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate.

Mark McCrindle
6 August 2025

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.

Noel Whittaker
9 July 2025

100 Aussies: seven charts on who earns, pays, and owns

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

James Gruber
23 July 2025

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.

Tony Dillon
2 July 2025

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

James Gruber
6 August 2025

Chinese steel - building a Sydney Harbour Bridge every 10 minutes

China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?

Ashley Owen
30 July 2025

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