29 October 2026

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It’s time for LICs to die The retirement scorecard: how many of these questions can you answer?Testamentary trusts: Treasury has picked the wrong reading How the typical Australian Family could save $844,350 in taxes The housing slide could become a crash

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Home / 492

Edition: 492

1-8 out of 8 results.

Welcome to Firstlinks Edition 492 with weekend update

19 January 2023
6

The beginning of the year and the end of a sabbatical is an ideal time to review a retirement portfolio, and it's a highly personal exercise. Jack Bogle of Vanguard explains his own view on how much is 'enough', and we should stop complaining about investment performance in 2022.

My SMSF in 2022: the good, the bad and the lucky

Graham Hand
18 January 2023
13

Stop whinging! Analysts are describing markets in 2022 as 'brutal' or 'terrible', but total returns in Australian stock markets were up and balanced funds were down only slightly. It was not that bad.

Chris Joye on why stocks and property are set for a poor year

Christopher Joye
18 January 2023
6

Most asset classes haven't fully adjusted to the sharp interest rate rises. Prices of stocks, housing and commercial property need to fall for them to provide attractive yields compared with risk-free government bonds.

Population and ageing nonsense … again

Cameron Murray
18 January 2023
32

Fearmongering about Australia’s ageing population has ramped up again recently. If you want a big Australia, then make your argument for it, but don’t pretend that the age structure of the population is the reason why.

Pub property: a parma, a pint and a profit

Stuart Cartledge
18 January 2023
2

There is much written about office, industrial, and retail property, but specialised REITs are starting to get more attention from investors. Here's a look at one, potentially lucrative, niche property segment: pubs.

Magellan on LIC discounts and fund changes

David George and colleagues
18 January 2023
9

The majority of Listed Investment Companies trade at a discount to the value of their underlying assets, which may be good for buyers but annoying for sellers. Managers struggle to remove the discount, as explained on ASX:MGF.

3 investment themes for 2023

Richard Bernstein and team
18 January 2023

It's doubtful 2023 will return to the speculative nature of 2020-2021 markets. Rather, investors will gravitate toward newer themes, such as non-US markets and real assets, including energy and infrastructure.

Markets appear too optimistic on central bank pivot

Tim Larkworthy
18 January 2023
2

Central banks and markets disagree on how high and for how long interest rates will remain elevated. US stocks may not have bottomed, though bonds should have a better year as markets sweat on a Federal Reserve pivot.

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Most viewed in recent weeks

It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

David Tuckwell
30 September 2026

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

Mark LaMonica CFA
14 October 2026

Testamentary trusts: Treasury has picked the wrong reading

A decades-old estate planning tool has survived one tax crackdown only to be caught by another. The surprise isn't who the reform is targeting, but who could end up paying the price for drafting choices made years ago.

Rachael Rofe
21 October 2026

How the typical Australian Family could save $844,350 in taxes

The value of a testamentary trust is not determined by wealth alone. Depending on circumstances, it can reduce the tax burden on inherited income, create efficiencies and help build intergenerational wealth.

Abbey John
23 September 2026

The housing slide could become a crash

House prices are sliding across Australia, yet the most dangerous ingredient for a housing crash is still missing. If job losses surge amid growing economic risks, today's correction could become a historic property downturn.

Michael Collins
23 September 2026

Will investors be better or worse off under new housing tax changes?

Housing tax reforms have sparked warnings of market turmoil and promises of greater fairness. But after modelling nearly two decades of property data, the results suggest winners and losers may not be who many investors expect.

Elyse Dwyer, Nick Garvin
30 September 2026

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