16 November 2026

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Division 296: the initial moves to make before the windows close The retirement scorecard: how many of these questions can you answer?Testamentary trusts: Treasury has picked the wrong reading Superannuation’s structural failings Avoid unnecessary CGT with this estate planning clause

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Home / 426

Edition: 426

1-8 out of 8 results.

Welcome to Firstlinks Edition 426 with weekend update

23 September 2021
5

Two conversations last week with people at opposite ends of their financial journeys confirmed that a vital part of the investment decision is often overlooked. Where should the assets be held? Placing money in a personal account, joint names, company, super fund or SMSF, family trust, spouse or child can have vastly different consequences for tax, capital gains, estate planning, social security and access.

Joe Hockey on the big investment influences on Australia

Jon Howie, Joe Hockey
22 September 2021
6

Former Treasurer Joe Hockey became Australia's Ambassador to the US and he now runs an office in Washington, giving him a unique perspective on geopolitical issues. They have never been so important for investors.

The tipping point for investing in decarbonisation

Roger Montgomery
22 September 2021
4

Throughout time, transformative technology has changed the course of human history, but it is easy to be lulled into believing new technology will also transform investment returns. Where's the tipping point?

The options to gain equity exposure with less risk

Graham Hand
22 September 2021
3

Equity investing pays off over long terms but comes with risks in the short term that many people cannot tolerate, especially retirees preserving capital. There are ways to invest in stocks with little downside.

8 ways LIC bonus options can benefit investors

Rodney Lay
22 September 2021
2

Bonus options issued by Listed Investment Companies (LICs) deliver many advantages but there is a potential dilutionary impact if options are exercised well below the share price. This must be factored in.

Survey responses on pension eligibility for wealthy homeowners

Leisa Bell
22 September 2021
51

The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?

Three demographic themes shaping investments for the future

Aneta Wynimko
22 September 2021
1

Focussing on companies that will benefit from slow moving, long duration and highly predictable demographic trends can help investors predict future opportunities. Three main themes stand out.

It's not high return/risk equities versus low return/risk bonds

Damien McIntyre
22 September 2021
2

High-yield bonds carry more risk than investment grade but they offer higher income returns. An allocation to high-yield bonds in a portfolio - alongside equities and other bonds – is worth considering.

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Avoid unnecessary CGT with this estate planning clause

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