Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 526

Edition: 526

1-9 out of 9 results.

Welcome to Firstlinks Edition 526 with weekend update

  • 14 September 2023
  • 1

Residential property price rises have defied most predictions, on the back of surging immigration and a rental crisis. In all 300 pages of the Intergenerational Report, there is no greater inequity than young people denied the access to housing that their parents assumed.

How to invest in funds for free (almost)

Although investors should not aim only to minimise costs, fees eat into compounded returns over the long term. Markets are competitive and it is possible to invest a diversified portfolio for negligible cost.  

Rising rates are transferring wealth to older people

Young people hold the majority of home loans while older people have the vast majority of deposits. It's not hard to see why rising interest rates are hurting the young and resulting in increased intergenerational tension.

Falling home ownership: the elephant in the super retirement room

Paul Keating envisaged a super system which funded retirement. For many, it has become a tax shelter where wealth is captured and passed on to descendants and the role of the family home is substantially overlooked.

Meg on SMSFs: Timing and the new super tax

Many people spooked by the proposed new tax on super balances over $3 million are contemplating withdrawing large amounts in the next few years before the tax takes effect. This isn't a good idea for most people.

Every era has its hot stocks. Will AI defy gravity?

In finance, few phrases are potentially as wealth destructive as 'this time it’s different'. Yet, during a period when the mere mention of AI has sent valuations soaring, many are wondering if this time it really is different.

In this new world, it’s time for these old world assets

The market is enamoured by new world stocks and is overlooking traditional old world assets. It is uncomfortable to buy unpopular stocks after a setback, but two Australian companies may have better times ahead. 

Real estate's star performer to continue golden run

Industrial property has been Australian real estate’s star performer for a decade, notching up an annualised 10-year return of 14.2%. The big question is whether this can continue, and here the pros and cons are weighed.

Should access to super and pensions depend on life expectancy?

As the life expectancy of most Australians continues to rise, many indigenous people are lagging behind. A recent court case on early access to pensions highlights the need to create conditions for equal lifespans for all.

Most viewed in recent weeks

Does your will qualify for the discretionary testamentary trust exemption?

Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.

Ranking three common retirement strategies

The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.

Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Australia has saved $4.5 trillion for retirement. Here's what matters more

Most Australians approaching retirement can tell you the exact dollar value of their super account. But success depends on more than a sizeable balance. Here's four key questions to ask yourself at the start of the financial year. 

Lithium's latest drop and what it means for ASX investors

Lithium's latest sell-off has punished ASX miners as prices remain hostage to shifting expectations. The key challenge is navigating a market prone to extreme volatility despite a strong case for the long-term demand outlook.

Retirement spending is not one-size-fits-all

New data challenges the idea that Australians are underspending their super. The bigger issue may be helping retirees navigate complexity, make confident decisions and use their savings to support security, wellbeing and choice.

Sponsors

Alliances

  • ASA-Logo-RGB-ActiveGreen-web.png

© 2026 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.