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4 August 2025

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Edition: 505

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Welcome to Firstlinks Edition 505 with weekend update

  • 20 April 2023
  • 15

The Reserve Bank faces the biggest changes in its structure for decades, and here are the details. Plus fund managers play a role in managing the expectations of their clients by discouraging investors from responding to short-term noise and their natural behavioural tendencies. It's an awkward position when fund managers can perform only as well as their worst investors allow them to.

ASIC's yin and yang design rules need a rebalance

In designing rules to protect investors, ASIC prevents reinvestment in products some people have held for years, even when investors qualify as 'wholesale'. How can ASIC change the rules to correct the imbalance?

Meg on SMSFs: Total Super Balance quirks unpacked

The Total Superannuation Balance (TSB) may sound self explanatory but many people with large super balances are about to care far more about exactly what goes into a TSB. And there are some quirks to understand.  

Passive investing has risks too

Last year was rough for investors, especially where equity and bond portfolios were not as diversified as they thought. Spreading the risk sounds simple but watch that funds are not all doing the same thing.

Can the battling Aussie dollar find a friend?

The Aussie dollar hit 80 US cents in late 2020 but has generally been in the 65-70 cents range for the last year. The exchange rate has a major impact on returns from unhedged offshore investments, so what's the outlook?

Private debt returns rise with inflation and less risk than equities

As the global economy slows, private debt can be an attractive option for income investors. It provides reduced capital volatility and reliable income, as well as risk-adjusted returns that are linked to inflation.

Five reasons fund managers don't talk about skill

Active funds cost more than passive because the investor is paying for the skill of the manager, so why are fund managers reticent to describe their skill rather than their outcomes. Here are five reasons.

Focus on death taxes, resource taxes and negative gearing

Asked to choose the fairest ways to raise billions, half of the surveyed economists backed introducing inheritance taxes, while one-third chose both winding back super tax concessions and increased resource taxes.

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Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

100 Aussies: seven charts on who earns, pays, and owns

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains. 

9 winning investment strategies

There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

With markets near record highs, here's what you should do with your portfolio

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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