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Raising the GST to 15%100 Aussies: seven charts on who earns, pays, and owns Here's what should replace the $3 million super tax 9 winning investment strategies The rubbery numbers behind super tax concessions

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Home / 514

Edition: 514

1-8 out of 8 results.

Welcome to Firstlinks Edition 514 with weekend edition

22 June 2023
2

Wilt Chamberlain said, "Everybody pulls for David, nobody roots for Goliath." In Australia, David is ETFs valued at only 3% of the Goliath of managed funds, yet when we report ETF flows and characteristics as representing the 'industry', we are missing the main game.

Reports of the demise of SMSFs are unfounded

Graham Hand
21 June 2023
19

SMSF trustees want control over their investments and think they can perform better than professional investors. Claims of an impending fall are not supported by the data, and older trustees are investing even more.

The seeds of a downturn, and opportunity

Clay Smolinski
21 June 2023
1

Current stock market enthusiasm calls for caution, with rates now in restrictive territory and several indicators portending trouble ahead. There are some opportunities in areas that haven't been caught up in the market hype.

Investment execution and how platforms are evolving

Graham Hand
21 June 2023
2

Platforms are an integral part of the financial advice process, delivering efficiencies to advisers and allowing them to cover more clients. But one platform will never be the holy grail as every client is different.

Seven lessons on how investors should prepare for a recession

Andrew Mitchell
21 June 2023
9

Now is a good time to look at what investors should expect if a recession does arrive in the US soon. Here are seven recession 'truths', including who will be to blame for a recession and the prospects of timing the bottom.

What is direct indexing?

Karen Wallace
21 June 2023
4

Direct indexing is on the rise both in Australia and globally, especially among those working with an adviser in a separately managed account. Yet, what is direct indexing, and what are its benefits and drawbacks?

Five reasons to hold your investment nerve

Duncan Burns
21 June 2023
2

Financial markets have been volatile of late, and it's tempting for investors to seek shelter in cash for some or all of their nest egg. While that may seem a sensible strategy, it can also be a costly one.

Now is the time to buy quality stocks

Ned Bell, Mahesh Fonseka
21 June 2023
1

There's been a 13-year runway of varying degrees of capital allocation that paid little attention to fundamentals and valuation. If there was ever a market environment when quality stocks are expected to perform, it's now.

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Most viewed in recent weeks

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.

Noel Whittaker
9 July 2025

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.

James Gruber
23 July 2025

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.

Tony Dillon
2 July 2025

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.

James Gruber
9 July 2025

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.

Tony Dillon
25 June 2025

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.

Jamie Wickham
16 July 2025

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