Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 480

Edition: 480

1-8 out of 8 results.

Welcome to Firstlinks Edition 480 with weekend update

  • 20 October 2022
  • 23

The vast majority of investors have lost money in 2022, even in conservative assets. Residential property is falling, equities are well down and bond losses are surprisingly high. It's difficult to take on new risks in the face of negative returns on nearly all assets, but at some point, investors need to commit to growth assets again.

10 lessons Cressida Campbell taught me about art

Cressida Campbell's blockbuster exhibition is now on at the National Gallery of Australia, and her woodblocks can sell for over $500,000. What has 25 years of watching and collecting her taught me?

Meg on SMSFs: when should I get rid of my SMSF?

Most people will face the decision whether to close their SMSF due to downsides of multiple generations in the same SMSF, tax reasons to move money from super and after the death of a more active member.

Bigger fall, bigger bounce: small caps into and out of recessions

Smaller listed companies tend to fall first and furthest when an economic downturn hits but they recover the strongest. Here are three reasons why small caps may see strong returns after the recovery takes hold.

Five steps to ease retirement stress and FORO

FORO, or the Fear Of Running Out, is increasing due to higher costs. Most people are not willing to compromise on retirement plans, so they expect to work for longer. Here are additional steps to consider.

After-tax returns and the value of franking credits

The market often does not fully recognise the value of franking credits held in some companies, and investors should know the after-tax returns achieved on their investments for more accurate view of returns.

Why it's better to be too early than too late

We are at a moment in the cycle for both bonds and stocks where investors are afraid to commit in case prices fall further, but they will not care about buying 200 points too soon when the market is 500 points higher.

Why we believe bonds are now beautiful

Investors often overlook the extent to which expected increases in cash rates are already built into longer-term rates. Bonds may be attractive even as cash rates rise if the market is assuming too much tightening.

Most viewed in recent weeks

Why have Australian living standards 'fallen' and how do we fix it?

For the last few years there has been much talk of a 'cost-of-living' crisis in Australia and of 'falling living standards'. Lately this has flared up again with the pickup in inflation resulting in a renewed fall in real wages.

Will you run out of money in retirement?

Fear of running out has become a defining retirement anxiety. Why do some retirees die with substantial wealth while others deplete their nest egg? Evidence suggests the answer is more complicated than we think. 

Four options for an income investor’s next dollar

What if Australia’s golden age of dividends is ending? Rather than overhaul your portfolio, it may be worth considering where new capital can work harder. I discuss four income strategies and the trade-offs behind each.

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.

The investment that sidesteps the new tax traps

Tax rules have changed, but many investors are still using yesterday’s strategies. Insurance bonds may offer advantages for those seeking greater control, tax efficiency and certainty about their wealth.

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.

Sponsors

Alliances

  • ASA-Logo-RGB-ActiveGreen-web.png

© 2026 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.