18 October 2025

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Are LICs licked?Retirement income expectations hit new highs 5 charts every retiree must see…Why super returns may be heading lower The hidden property empire of Australia’s politicians

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Home / 523

Edition: 523

1-8 out of 8 results.

Welcome to Firstlinks Edition 523 with weekend update

24 August 2023
4

The latest Intergenerational Report was released this week. The rising cost of health, social security, interest payments and defence will consume half the budget, and there will be 40 million of us by 2062. Although the forecast is for budget deficits every year into the future, there is little detail on the reforms needed to finance the dramatic changes.

It’s dismal: good news is bad news … and vice versa

Graham Hand
23 August 2023
9

Almost every economic data point or announcement can be interpreted as good news or bad news, which is confusing for investors looking for guidance. 'On the other hand' is a catchphrase of the dismal science.

Clime time: Asset allocation decisions for SMSFs

John Abernethy
23 August 2023
13

Asset allocation explains up 70% of total investment returns, making it of critical importance to SMSFs. Here are some guidelines for how they should go about it and the macroeconomic events that could influence allocations.

Global consumer and corporate resilience surprises everyone

Qiao Ma
23 August 2023
1

Despite recession predictions, consumer activity and corporate earnings are holding up well. Global long-term interest rates probably peaked last October, and there are signs of corporate earnings re-acceleration.

Admin fees on large super funds vs SMSFs

Annika Bradley
23 August 2023
18

From going it alone with an SMSF to defaulting into a large super fund's balanced option, administration time and fees for super vary materially. Here's a guide to the costs involved and the potential impact on returns.

Matildas reality check: little impact on the A-League

Graham Hand
23 August 2023
12

The Matildas sold out stadiums and set television viewing records, thrilling millions of Australians who had never watched a football match before. Despite the excitement, few will now watch the domestic competitions.

Podcast: Andrew Clifford on finding gems amid China rubble

James Gruber
23 August 2023
2

Featuring Platinum Asset Management's Andrew Clifford on why he's finding value in China and Japan, Graham looks at life expectancy and returns, while Peter explains what CBA's result tell us about the outlook for banks.

Opportunities but not a time to make major risk decisions

Niall O’Sullivan
23 August 2023
1

While this is no time to be making major calls on asset allocation, there are abundant opportunities for generating incremental returns. US government bonds, Japanese stocks, and commodities offer value for investors.

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