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Edition: 513

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Welcome to Firstlinks Edition 513 with weekend update

  • 15 June 2023
  • 6

Former Treasury boss Ken Henry is haunted by the decisions to raise rates in 1991 which caused a recession. Governor Philip Lowe is facing a similar fate despite his best intentions but his homilies are not helpful. Lowe should leave the stories to the politicians, but what would actor Richard Burton do?

23 lessons about money and investing

Keeping up with the Joneses? Excited to invest in the next big thing? Watch financial news to get stock tips? Here are 23 lessons about money that will help you avoid common investing pitfalls and grow your wealth.

A capital gains tax discount is legitimate but how much?

Like negative gearing, discounted capital gains tax, especially on residential investment properties, is criticised for giving investors an edge over first-home buyers. A discount is justified but at what level?

Meg on SMSFs: watch traps in EOFY contributions

Claiming tax deductions for personal super contributions can be an excellent EOFY step, but there are traps to avoid and paperwork which cannot be overlooked. The ATO watches that super is administered correctly.

The energy transition is our biggest investment opportunity

A reader asked for ideas on investing in the energy transition, which this article argues is the defining investment thematic of our lives. However, it warns to look for companies not only participating but winning.

From stockmarket boom to stockpicker’s opportunity

Given the last decade delivered phenomenal stockmarket returns, investors should expect the next decade to prove more challenging. However, 'value' stocks are cheap, providing compelling opportunities for contrarian investors.

Return of our 'Wealth of Experience' podcast

James Gruber hosts regular guests, Firstlinks' Graham Hand and Morningstar's Peter Warnes, to discuss key investment issues to help build your wealth. Going forward, there'll also be interviews with Australia's top fund managers.

Is your industry super fund too illiquid for its safety?

The long-term retirement system allows super funds to buy illiquid assets, but they must be prudently managed. Measuring liquidity is complex but how do our five major funds compare and are their levels safe?

Why Aussie small caps are consistent underperformers

Australian small caps have consistently failed to achieve excess returns due to structural problems. Global small-caps don't have the the same issues and have been an effective way to outperform over the long term.

Investors remain remarkably defensive during bull market

Australian retail investors remain wary of the rising stock market. In fact, they are more defensively positioned than at the height of the Covid crisis, crowding primarily into domestic large cap companies.

Most viewed in recent weeks

16 ASX stocks to buy and hold forever

In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.

The best strategy to build income for life

Owning quality, dividend-producing industrial shares is key to building a decent income stream. Here is an update on the long-term performance of industrial stocks against indices, listed property, and term deposits.

Are more taxes on super on the cards?

The Government's broken promise on tax cuts has prompted speculation about other promises that it may consider breaking. It's widely believed that super is lightly taxed and a prime candidate for special attention.

Lessons from the battery metals bust

The crash in lithium and nickel prices has left companies scrambling to cut production, billionaires red-faced, and investors wondering how a ‘sure thing’ went so wrong. There are plenty of lessons for everyone.

Welcome to Firstlinks Edition 545 with weekend update

It’s troubling that practical skills like investing aren’t taught at schools as it leaves our children ill-equipped to build wealth, and more vulnerable to bad advice. Here are some suggestions to address the issue.

  • 1 February 2024

For the younger generation, we need to get real on tax

The distortions in our tax system have been ignored for too long, and we're now paying the price. It's time Australia got real and addressed the problems to prevent an even greater intergenerational tragedy.

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