29 June 2022

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Is it better to rent or own a home under the age pension?Too many retirees miss out on this valuable super fund benefit Is the fossil fuel narrative simply too convenient?Reece Birtles on selecting stocks for income in retirement Welcome to Firstlinks Election Edition 458

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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
50

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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Most viewed in recent weeks

Is it better to rent or own a home under the age pension?

With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.

Edwin Lung, Kirsten Wymer
22 June 2022

Too many retirees miss out on this valuable super fund benefit

With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?

Jeremy Cooper
1 June 2022

Is the fossil fuel narrative simply too convenient?

A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.

Graham Hand
1 June 2022

Reece Birtles on selecting stocks for income in retirement

Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.

Graham Hand
1 June 2022

Welcome to Firstlinks Election Edition 458

At around 10.30pm on Saturday night, Scott Morrison called Anthony Albanese to concede defeat in the 2022 election. As voting continued the next day, it became likely that Labor would reach the magic number of 76 seats to form a majority government.

19 May 2022

Comparing generations and the nine dimensions of our well-being

Using the nine dimensions of well-being used by the OECD, and dividing Australians into Baby Boomers, Generation Xers or Millennials, it is surprisingly easy to identify the winners and losers for most dimensions.

Peter Abelson
25 May 2022

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