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Edition: 524

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Welcome to Firstlinks Edition 524 with weekend edition

  • 31 August 2023
  • 5

The Government is strong on the intergenerational rhetoric of this 'defining decade' at a 'fork in the road', but short on policies to address the challenge. How many of these 10 ways to avoid tax will be amended to prevent a future record reliance on personal income tax?

Who needs the Caymans? 10 ways to avoid paying tax

Australians don't need dodgy schemes in Caribbean islands to hide their wealth. There are plenty of legal ways to avoid paying tax but they will leave personal income tax carrying a heavy burden for future generations.  

ASX stocks that have stood the test of time

People love new things, and investors are no different. But there's something to be said for older businesses that have a proven formula for success, and here are nine ASX-listed stocks that fit the bill.

Investing for generations

How would you invest if you could live forever? Endowments and Sovereign Wealth Funds must address this question, and here are some guidelines about how best to construct your own ultra long-term portfolio.

A different approach to equity income investing

Traditionally, equity income funds buy high-dividend companies but earnings growth should be a key component of an investment strategy. Receiving income from selling call options compensates for the lower dividends.

Is there still value in high dividend-yielding companies?

After a hiatus last year, growth stocks are back in vogue as investors search for the 'next big thing'. That makes today's market environment unusually rich in attractive, high dividend-yielding companies.

Aged care and the Intergenerational Report

The Intergenerational Report features an ageing population and rising aged care demand as key long-term themes. These trends reinforce the need for Australians to consider their aged care needs rather than wait for a crisis.

How individuals can build a private markets portfolio

Private markets investors on average make more than public markets investors, and this is likely to continue. With more options available, it's now possible for individuals to build a private markets portfolio.

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.

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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