30 April 2026

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Indexation implications – key changes to 2026/27 super thresholds The refinery problem: A different kind of energy crisis in 2026 The missing 30%: how LIC returns are understated, and why it matters Little‑known government scheme can help retirees tap into $3 trillion of housing wealth Origins of the mislabeled capital gains tax ‘discount’

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Home / 472

Edition: 472

1-8 out of 8 results.

Welcome to Firstlinks Edition 472 with weekend update

25 August 2022
3

To paraphrase the joke, if I were on a long-term investment journey, I wouldn't start from here. But there is no choice, we can't make a deal with God, and get him to swap our places. We may need to accept worse returns than we are familiar with. And Fed Chair Jerome Powell shocks the market with his hawkish stance on rates.

Are major bank hybrids really yielding 7%?

Graham Hand
24 August 2022
19

It's like magic. Compound at 7% for 10 years and an investor will double their money. So when a major bank security hits that level, it's worth understanding exactly what it means, then considering where it fits.

A one-page introduction to investing

Rob Garnsworthy
24 August 2022
26

Faced with confusing complexity which often fails to improve investment outcomes, a former managing director set himself the task of writing a one-page introduction to investing for his 18-year-old grandkids.

Meg on SMSFs: pensions and the power of partial commutations

Meg Heffron
24 August 2022
3

Why does it matter what sort of payment is taken from a superannuation account? It makes sense to run down an accumulation account rather than a pension account, but what about using a 'partial commutation'.

Three factors shape whether we are at the bottom yet

Nick Griffin
24 August 2022
1

Market highs and lows always have twists and turns but it never gives a big 'all clear' sign when it reaches a bottom. Three important factors provide helpful signposts for knowing when the worst will be over.

How to position your portfolio for stagflation

Sawan Tanna
24 August 2022

According to economic theory, inflation and economic growth should be inversely related. Rising prices are a sign of an expanding economy, not slower growth, so how should investors react to stagflation?

Equity investing in an inflationary environment

Christophe Braun
24 August 2022

How do investors build resilience into equity portfolios when faced with inflation? Dividend-income could play a more important role but at extremes of inflation, global equities have tended to struggle.

Can you trust industry super fund valuations?

Annika Bradley
24 August 2022
14

There is a cloud of suspicion over which was the best performing fund of the year in FY22 due to doubts about values of unlisted assets. US funds must reveal valuations but there is a lack of transparency in Australia.

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Indexation implications – key changes to 2026/27 super thresholds

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The refinery problem: A different kind of energy crisis in 2026

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Emma Davidson
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Katja Hanewald
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Origins of the mislabeled capital gains tax ‘discount’

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Tony Dillon
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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.

Rachael Rofe
8 April 2026

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