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Edition: 497

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Welcome to Firstlinks Edition 497 with weekend update

  • 23 February 2023
  • 97

The Australian super system is "distorted by a very small number of Australians taking advantage of a system" according to the Finance Minister. Shame on them for leaving their money in a government-designed scheme. And why does the AFR think SMSFs are "plummeting"? They are thriving.

Lesson 1: focus on the long term, Lesson 2: see Lesson 1

In this exclusive interview, three global fund managers come together to make the case for long-term, active portfolio management in more difficult times. Passive can no longer rely simply on strong market momentum.

Michael Rice: Quality of Advice Review is only a start

Opening the market for advice makes sense but the QAR is weak on consumer safeguards. Financial advice legislation should be tailored to the risk of harm for consumers, identifying complicated, risky strategies.

The super wars revisited: Vanguard vs AustralianSuper

Vanguard has thrown down the gauntlet to the superannuation industry by launching its Super SaveSmart accumulation offering. How does its current offering stack up against local juggernauts such as AustralianSuper?

Reports of tech's death are greatly exaggerated

Many investors have written off the tech sector after last year's bloodbath. But tech is entering a new phase of growth and dominance, fuelled by innovation and AI, and there are compelling ways to play this theme.

Not all private markets are ‘volatility laundering’

Are super fund allocations to private markets a form of 'volatility laundering' as one commentator suggests? Perhaps, but it's crucial to distinguish between different segments of private markets for a complete picture.

Prepare for the shifting sands in personal taxation

The Government is preparing the ground for changes relating to both superannuation and personal taxation. The tax amendments in the coming Budget may be modest but several critical areas face greater scrutiny.

Two steps forward, one step back for investors

The past three years seem representative of the history of stock returns: two steps forward and one step back. It provides important lessons about how you should prepare your investment portfolio for future market outcomes.

Most viewed in recent weeks

An important Foxtel announcement...

News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.

Welcome to Firstlinks Edition 581 with weekend update

A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

  • 10 October 2024

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

Welcome to Firstlinks Edition 578 with weekend update

The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.

  • 19 September 2024

The everything rally brings danger and opportunity

Most market players today seek quick rewards and validation of opinion. Outsiders willing to combine new technology with old-fashioned patience and focused analysis can prosper.

The challenges of building a portfolio from scratch

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.

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