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19 May 2026

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Edition: 445

1-8 out of 8 results.

Welcome to Firstlinks Edition 445 with weekend update

  • 10 February 2022
  • 3

In recent years, investors have relied on the 'Fed put', the belief that if the stockmarket falls, the US Fed will ease monetary policy and rescue the market. It worked in 2018 and 2020, but there are dangers assuming conditions are the same in 2022. With the US comprising well over half of global equity market values, we all know what happens if the US sneezes.

Last interview with Hamish Douglass before medical leave

Last week, I interviewed Hamish Douglass about investing and positions in his portfolio. He was articulate, confident and relaxed, but a few days later, the Board of Magellan announced he was taking medical leave.

Mike Murray on watching for the changing narrative

Australian Ethical explains its first move into active ETFs, Murray's best investments and one he'd prefer to forget, a stock he will hold for 10 years, and why they hold supermarkets that sell tobacco and alcohol.

What are the advantages and disadvantages of family trusts?

Family trusts are used to hold wealth, with benefits like asset protection, tax planning, capital gains tax discount and ability to carry forward losses. But there are disadvantages that must be weighed up.

Infrastructure assets are well placed for inflation era

In theory, unlisted infrastructure should be priced at discounts to listed assets due to their illiquidity. In fact, the opposite has been the case, but both types are positioned to withstand the inflation threat.

The relationship between inflation and commercial property

Commercial real estate has historically provided a solid hedge and performed well in periods where inflation has increased against the backdrop of economic expansionary periods. What happens as interest rates rise?

Four big ideas in the small cap space

Most small cap managers outperformed their benchmark in 2021, with more choice and diversity of companies than the big end of town. Small caps are often overlooked and operate in niches with less competition.

Australia is at a crossroads and must support new ideas

The composition of the S&P/ASX 200 resembles that of a developing nation rather than our larger Western peers. How do we continue to grow our economy while evolving to remain competitive on the global stage?

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Little‑known government scheme can help retirees tap into $3 trillion of housing wealth

The Home Equity Access Scheme in Australia allows older homeowners to tap into their home equity for retirement income, yet remains underused due to lack of awareness and its perceived complexity.

Origins of the mislabeled capital gains tax ‘discount’

Debate over the CGT discount is intensifying amid concerns about intergenerational equity and housing affordability. This analysis shows that the 'discount' does not necessarily favor property investors.

2 billion reasons to fix retirement income

A proposal to address Australia's 'stranded balances' in retirement by requiring super funds to transition members to pension phase at 65, boosting retirement income and reframing super as a source of income.

The ultimate superannuation EOFY checklist 2026

Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.

Div 296 may mean your estate pays tax on assets your beneficiaries never receive

The new super tax, applying from 1 July, introduces more than just a higher rate on large balances. It brings into focus a misalignment between where wealth sits and where the tax on that wealth ultimately falls.

Do super funds need a massive wake up call?

UK retirement expert, Guy Opperman, believes super funds are failing at supporting members in deaccumulation. Here is what Australia should do about it. 

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