3 August 2025

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Raising the GST to 15%100 Aussies: seven charts on who earns, pays, and owns Here's what should replace the $3 million super tax 9 winning investment strategies The rubbery numbers behind super tax concessions

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Home / 476

Edition: 476

1-8 out of 8 results.

Welcome to Firstlinks Edition 476 with weekend update

22 September 2022
9

One of the downsides of being a financial newsletter and media junkie is reading the same material over and over again. Every month, fund managers deliver reports to investors, and it's as if they subscribe to the same AI programme, with a heavy focus on the short term and central bank musings.

Readers back mining tax and gas reserve but not Stage 3

Graham Hand
21 September 2022
20

Over 800 responses and thousands of comments is great feedback. Readers of Firstlinks hold strong opinions on gas, taxes, inflation, child care and cost-of-living concessions, and now the Governor is buying in.

Dividends strong as some things change, some stay the same

Don Hamson
21 September 2022
12

With inflation above 6%, the real value of term deposits is falling rapidly, and some retirees may be shocked how quickly they qualify for and rely on the age pension. Meanwhile, the outlook for dividends is good.

The wealth-destroying impact of inflation

Ashley Owen
21 September 2022
13

Since 1980, inflation eroded 81% of purchasing power. $100,000 then can now buy only $19,000 worth of goods and services. The longer money must last, the more we need ‘growth’ assets with inflation protection.

The most-challenging year to retire in recent history

Dave Goodsell and colleagues
21 September 2022
29

Economic surprises like an inflationary spike, slow growth and recession can lead to a swift market downturn, further complicating the ability of retirees to preserve capital while taking income.

Three steps for navigating the tougher road ahead

Will Low
21 September 2022
1

We are in a new thesis and a regime change. Central banks previously supported asset prices but now the focus is on beating inflation. Investors need new strategies to adapt to the different conditions ahead.

In portfolio construction, actions speak louder than words

Robert M. Almeida
21 September 2022
1

Portfolio construction requires actions, not just words, based on expected returns, volatility and correlations. We have not seen sufficient pain to believe we are at the bottom of the equity cycle.

Stagflation is underrated in the shifting economic narrative

Stephen Dover
21 September 2022
2

It might not look this way at the moment, but secular stagflation, when the economy produces underemployment, low inflation, and low real and nominal interest rates, is more likely than the market is expecting.

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Raising the GST to 15%

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James Gruber
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Markets have weathered geopolitical turmoil, hitting near record highs. Investors face tough decisions on valuations, asset concentration, and strategic portfolio rebalancing for risk control and future returns.

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