7 October 2026

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Why spending more in early retirement can improve lifetime income It’s time for LICs to die Is it time to bail on Australian stocks?Testamentary trusts survived the trust tax. The drafting battle has just begun.Meg on SMSFs: What do we think about reversionary pensions these days?

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Edition: 368

1-8 out of 8 results.

Welcome to Firstlinks Edition 368

29 July 2020

Differences of opinion create a market. Technology stock buyers have been the big winners but there are plenty of sellers as it's not difficult to make a compelling argument for and against the sector. The doubters say money flowing into tech has pushed values well beyond fundamentals, while supporters say the virus has compressed years of digital progress into months. We check both sides.

After 30 years of investing, I prefer to skip this party

Roger Montgomery
29 July 2020
21

Eventually, prices become so extreme they bear no relationship to reality, and a bubble forms. I believe we are there today, not for all stocks but for many in the technology space.

Citi’s Gofran Chowdhury: clients don’t think the worst is over

Graham Hand
29 July 2020
2

Citi's clients tap into their own views to find investments that suit their portfolios, often working across global boundaries. It's a search for solutions in a world with no risk-free returns.

Two thematics to watch in volatile times

Sean Fenton, James Delaney
29 July 2020
1

COVID-19 is delivering winners and losers, and buying a well-positioned company while shorting one with worse prospects can provide returns while managing the downside of an overall market correction.

Four ways to reduce the generation blame game

Emma Davidson
29 July 2020
44

There's a popular view that generations are 'at war', but is it really the case that generations are more divided than ever before? If so, what's causing it? Why now? And how can we move forward?

Is gold a growth or defensive asset?

Jordan Eliseo
29 July 2020
18

As uncertainty intensifies around geopolitics and markets, gold has rallied strongly in 2020. While most investors think of gold for price growth, does it deliver defensive features to a diversified portfolio?

Large super funds struggle to match index in Aussie equities

Donald Hellyer
29 July 2020
12

With the Retirement Income Review now in Treasury's hands, will the 'fact base' establish whether large super funds do better than the share index? The public evidence is not impressive.

The green lining of COVID-19: a time for change

Lise Moret
29 July 2020
9

With historic falls in greenhouse gas emissions during the COVID-19 pandemic, we have a unique opportunity to construct a recovery that ensures a stronger economy while minimising carbon emissions.

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Most viewed in recent weeks

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

David Knox
2 September 2026

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

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

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

Meg on SMSFs: What do we think about reversionary pensions these days?

Reversionary pensions have long been a staple of SMSF estate planning, but are they still the best option? Meg Heffron revisits a once-clear favourite and asks whether changing super rules have shifted the balance.

Meg Heffron
26 August 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

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