16 March 2025

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16 ASX stocks to buy and hold forever, updated UniSuper’s boss flags a potential correction ahead Is Gen X ready for retirement?2025-26 super thresholds – key changes and implications Reform overdue for family home CGT exemption

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Home / 385

Edition: 385

1-8 out of 8 results.

Welcome to Firstlinks Edition 385

25 November 2020
1

Superannuation is under attack on several fronts, and the Retirement Income Review adds fuel to the fire. Far from being simply a 'fact based' set of statistics, it takes a strong stance on many controversial subjects. While not formally making recommendations, its findings are no less powerful, setting up retirement planning for significant changes.

Five ways the Retirement Review points to new policies

Graham Hand
25 November 2020
34

The Retirement Income Review goes much further than an innocent-sounding 'fact base', and is sure to guide policies in the run up to the next election. It will change how we think about retirement incomes.

Steve Bennett on investing in direct property for the long term

Graham Hand
25 November 2020
1

As people stayed home during the pandemic, a bearish view swept over most property sectors, but many have thrived and prices have recovered rapidly. The best opportunities are in long leases with quality tenants.

Retirement Review gives strong views on hoarding of super

David Bell
25 November 2020
17

The Review includes some profound findings, most notable that retirement income should include drawing down far more capital. Expect post-retirement products to proliferate under a Retirement Income Covenant.

Paul Keating on why super relies on “not draining the bath”

Interview by Leigh Sales
25 November 2020
12

Paul Keating is the champion of compulsory superannuation as the central means of funding retirement. In the wake of the Retirement Income Review, he is at his passionate best defending the system, with Leigh Sales.

Is your portfolio too heavy on technology stocks?

Amy C. Arnott
25 November 2020
2

Investors with heavy allocations to a broad US index should check how much is exposed to tech stocks, especially when valuations look a bit steep. It might be time to reallocate to other sectors or styles.

Beware of burning down the barn to bury the debt

Kate Howitt
24 November 2020

At some point, policymakers will turn to the task of deleveraging, to work off massive debt burdens built up during the pandemic. Australia is already ticking the boxes on many policies used in the past.

New bankruptcy rules may have a domino impact on SMSF pensions

Graeme Colley
23 November 2020

During COVID, bankruptcy rules have allowed small businesses to trade while insolvent. It may mean an SMSF is hit by the collapse of a business leaving trustees struggling to meet their own legal obligations.

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16 ASX stocks to buy and hold forever, updated

This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now.

James Gruber
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Harry Chemay
26 February 2025

2025-26 super thresholds – key changes and implications

The ABS recently released figures which are used to determine key superannuation rates and thresholds that will apply from 1 July 2025. This outlines the rates and thresholds that are changing and those that aren’t.

Julie Steed
5 March 2025

Reform overdue for family home CGT exemption

The capital gains tax main residence exemption is no longer 'fit for purpose', due to its inequities, inefficiency, and complexity. Here are several suggestions for adapting or curtailing the concession.

Glenn Davies, Chris Evans
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So, we are not spending our super balances. So what!

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Ron Bird
12 February 2025

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