16 November 2026

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Division 296: the initial moves to make before the windows close The retirement scorecard: how many of these questions can you answer?Testamentary trusts: Treasury has picked the wrong reading Superannuation’s structural failings Avoid unnecessary CGT with this estate planning clause

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Home / 515

Edition: 515

1-8 out of 8 results.

Welcome to Firstlinks Edition 515 with weekend update

29 June 2023
2

When legends such as Warren Buffett and Howard Marks disagree on key investment lessons, where do lesser mortals look for guidance? A good start is knowing whether you're a short-term trader or a long-term investor. Plus ATO gives a capital gains gift.

Cherry-picking cost base after share sale is a tax gift

Graham Hand
28 June 2023
50

While the ATO has many ways to watch taxpayer transactions and ensure tax is collected, for some unknown reason, it is legal to select from four different cost base treatments for capital gains tax. It's costing billions.

Are death bed benefit super withdrawals effective?

Michael Hallinan
28 June 2023
19

If a super benefit is withdrawn by a member over 65 or a retiree for super purposes, there is no tax. If it is paid to independent children, tax is 17%. So how do death bed benefit withdrawals work in super?

How to find the best Aussie large-cap stocks

Paul Xiradis
28 June 2023
2

There can be both good and bad reasons behind a company that has become a large cap. It is not always apparent, but understanding the reasons can help focus on what matters when finding large-cap stocks.

Is more trouble coming for the 60/40 portfolio?

Stephen Miller
28 June 2023
4

The 60/40 portfolio has performed poorly during the recent period of high inflation. With peak inflation likely behind us, here's a stock-take on the year so far and what it might imply for portfolios going forward.

Three companies using technology to become global powerhouses

Francyne Mu
28 June 2023
1

By using data and technology, some companies are developing solutions to enhance their customers business and in the process expanding their own competitive advantages. Here are three industry leaders doing just that.

Podcast: How to build a resilient investment portfolio

Firstlinks, Morningstar
28 June 2023
1

The Wealth of Experience podcast features Morningstar's Global CIO Dan Kemp on building an 'all-weather' portfolio, plus Graham on capital gains tax and the RBA Review, and Peter with four favourite market themes.

Tribute to Nobel winner Markowitz: When Harry met Graham

Graham Hand
28 June 2023
1

Harry Markowitz died last week at the age of 95. He was the 1990 Nobel Laureate and the father of Modern Portfolio Theory. He explained to me the magic moment when he realised how risk-return in portfolios works.

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