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How to minimise tax with a will Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate Meg on SMSFs: The CGT changes don’t impact super but what about Div 296 tax decisions?High quality businesses are on sale The investment mistake killing your returns

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Edition: 430

1-8 out of 8 results.

Welcome to Firstlinks Edition 430 with weekend update

21 October 2021
6

The current standoff between the RBA Governor, Philip Lowe, who plans to keep the cash rate at 0.1% until 2024, and the money market, which sees the bill rate above 1.5% by then, is a rare event. Only one will be right, and borrowers better hope it's Lowe.

$1 billion and counting: how consultants maximise fees

Graham Hand
20 October 2021
15

Despite cutbacks in public service staff, we are spending over a billion dollars a year with five consulting firms. There is little public scrutiny on the value for money. How do consultants decide what to charge?

Two strong themes and companies that will benefit

Roger Montgomery
20 October 2021
7

There are reasons to believe inflation will stay under control, and although we may see a slowing in the global economy, two companies should benefit from the themes of 'Stable Compounders' and 'Structural Winners'.

Reducing the $5,300 upfront cost of financial advice

Cecilia Storniolo
20 October 2021
50

Many financial advisers have left the industry because it costs more to produce advice than is charged as an up-front fee. Advisers are valued by those who use them while the unadvised don’t see the need to pay.

Many people misunderstand what life expectancy means

Don Ezra
20 October 2021
10

Life expectancy numbers are often interpreted as the likely maximum age of a person but that is incorrect. Here are three reasons why the odds are in favor of people outliving life expectancy estimates.

Slowing global trade not the threat investors fear

Investors ask whether global supply chains were stretched too far and too complex, and following COVID, is globalisation dead? New research suggests the impact on investment returns will not be as great as feared.

Wealth doesn’t equal wisdom for 'sophisticated' investors

Rodney Horin
20 October 2021
7

'Sophisticated' investors can be offered securities without the usual disclosure requirements given to everyday investors, but far more people now qualify than was ever intended. Many are far from sophisticated.

Is the golden era for active fund managers ending?

Satyajit Das
20 October 2021
6

Most active fund managers are the beneficiaries of a confluence of favourable events. As future strong returns look challenging, passive is rising and new investors do their own thing, a golden age may be closing.

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Welcome to Firstlinks Edition 667 with weekend update

The downfall of the giant and three lessons for investors.

18 June 2026

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