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30 June 2025

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Edition: 452

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Welcome to Firstlinks Edition 452 with weekend update

  • 31 March 2022
  • 2

Every Federal Budget is a balance of politics and economics. On Tuesday, Treasurer Josh Frydenberg handed out some short-term goodies leaving a few grenades for the other side of the election. There was little in the Budget on superannuation, which seems to have lost its proclivity as a fiscal punching bag. The bigger problem is where inflation and interest rates are headed. Plus conflicted commissions are back by reclassifying clients.

Conflicted selling fees are back, and it’s game on

If you thought fund managers were banned from paying commissions to financial advisers and brokers to prevent conflicts of interest, you have not kept up with the move to classify clients as wholesale investors. 

Investing throughout economic cycles

Each stage in the economic cycle has unique characteristics that impact the relative performance of factors of individual shares that explain the long-term risk and return performance of an asset.

Two companies well-positioned amid supply chain disruption

Supply chain pressures highlight the important role and economic value created by companies working to make our infrastructure more efficient. We review two logistics companies that are well positioned to perform.

The inflation inflection: Adjusting to the new paradigm

The Covid-19 pandemic, and the range of policies aimed at mitigating its impact, has triggered a return to levels of inflation unseen for 40 years. Investors need to prepare for persistently higher inflation.

Embracing the bright side of population decline

With global population expected to decline from 2064, it’s easy to focus on the negative economic outcomes. But what about the positives, such as wages growth, sustainability, and innovation and productivity improvements?

Yikes! Three critical factors acting on inflation and rates

Despite inflation rising as companies pass on price increases, the RBA is reluctant to increase rates. The market is pricing in a dozen rises by the end of 2023, but Philip Lowe will see a threat to his legacy.

Federal Budget 2022: A “magic election pudding”

A budget windfall has allowed both more spending and lower budget deficits. But relying on nominal economic growth to reduce the deficit runs the risk that it could take a very long time to get debt levels back down.

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Australian house prices close in on world record

Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

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