25 September 2026

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Why spending more in early retirement can improve lifetime income Testamentary trusts have secured the CGT exemption Meg on SMSFs: What do we think about reversionary pensions these days?Is it time to bail on Australian stocks?How does the 4% rule stack up?

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Home / 473

Edition: 473

1-8 out of 8 results.

Welcome to Firstlinks Edition 473 with weekend update

1 September 2022
7

Despite Labor facing the last election as a small-target government, changes to the financial services landscape are coming thick and fast. The Quality of Advice Review makes radical proposals but defining the purpose of super will not affect how people spend.

That horse has bolted: super is not only for retirement

Graham Hand
31 August 2022
67

As the Treasurer dusts off the files and instructs his office (yet again) to define the purpose of super, it will mean little to hundreds of thousands of Australians who have no intention of spending most of their super.

$10 trillion manager moves into Australian superannuation

Graham Hand, Daniel Shrimski
31 August 2022
9

When a business that manages funds worth three times the entire Australian superannuation system enters the market, it's a sign of yet more change coming to the sector. How do its plans fit into a long-term strategy?

Investment opportunities in the global energy crunch

Shane Woldendorp
31 August 2022
4

Investment in the energy sector has dropped significantly but demand continues to rise. Higher prices normally trigger more spending and increased supply. If this is not the case, it creates investment opportunities.

Globalisation is morphing into something less promising

Michael Collins
31 August 2022
1

Not long ago, globalisation seemed on a relentless growth path, promising to bring everyone into a global economy. But with politics, pandemics and the Ukraine war, 'geoeconomics’ will lower living standards for all.

Reporting season shows companies meeting challenges

Jun Bei Liu
31 August 2022
2

Facing multiple headwinds, analysts braced themselves for poor results in the latest reporting season, but companies are in better shape than expected. Costs were an issue but most passed them on in higher prices.

Is the best value for Australian credit not in Australia?

Phil Strano
31 August 2022
1

Most Australian investors chasing the extra yield on major bank hybrids, or T1 securities, limit their activity to the domestic market, but there is a disconnect in pricing creating better opportunities offshore.

Six misconceptions and demystifying long/short funds

Sean Roger
31 August 2022
5

All investors understand going 'long', but how does 'shorting' work, and what are some common myths about the impact on markets? Many of our major funds short stocks so it's worth a quick primer on how they work.

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Most viewed in recent weeks

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

David Knox
2 September 2026

Testamentary trusts have secured the CGT exemption

Treasury’s latest CGT reform draft delivers a win for testamentary trusts and deceased estates, exempting estate-derived gains from the 30% floor. However, questions on death and divorce rollovers remain unresolved.

Rachael Rofe
19 August 2026

Meg on SMSFs: What do we think about reversionary pensions these days?

Reversionary pensions have long been a staple of SMSF estate planning, but are they still the best option? Meg Heffron revisits a once-clear favourite and asks whether changing super rules have shifted the balance.

Meg Heffron
26 August 2026

Is it time to bail on Australian stocks?

For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.

Marcus Padley
9 September 2026

How does the 4% rule stack up?

The 4% rule has long been retirement's gold standard. But after a difficult period for investors, fresh analysis suggests a more conservative approach may significantly improve the chances of making savings last.

Amy C. Arnott
26 August 2026

Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Rachael Rofe
16 September 2026

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