17 May 2026

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Little‑known government scheme can help retirees tap into $3 trillion of housing wealth Origins of the mislabeled capital gains tax ‘discount’2 billion reasons to fix retirement income The ultimate superannuation EOFY checklist 2026 Div 296 may mean your estate pays tax on assets your beneficiaries never receive

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Home / 527

Edition: 527

1-8 out of 8 results.

Welcome to Firstlinks Edition 527 with weekend update

21 September 2023
12

A reader showed me an offer they had received from a licenced securities dealer which is totally inappropriate for an inexperienced investor. ASIC needs to review its definition of a Sophisticated Investor which has not changed in over 20 years, including increasing the amounts and removing the home from net assets.

Why LICs are closing and more should follow

Graham Hand
20 September 2023
31

The heyday of LICs is in the past, when issuers paid generous fees to brokers and advisers to put their clients into new structures. Most LICs now trade at a discount and more managers should change the structure.

LIC and LIT performance and dividends in FY23

Claire Aitchison
20 September 2023
3

There were mixed performances by LICs and LITs last year although they generally delivered an increase in dividends. Total returns including price are driven by the extent to which they trade at a discount to NTA.

A framework to maximise retirement income

Jim Hennington
20 September 2023
29

Retiring means your salary stops and you need to fund your lifestyle using savings plus any Age Pension income entitlements. Here are some suggestions about the best ways to make the money last through retirement.

Banks, BHP, RIO, CSL and the tyranny of size

Sally Warneford, Justin Halliwell
20 September 2023
4

At a recent webinar, the Schroders team outlined their views on stocks after earnings season including BHP, Rio Tinto, the banks, and healthcare companies. The team is known for its contrarian views and it didn't disappoint.

Investors need to look beyond bonds for safety

Ray Jia, Jeremy De Pessemier
20 September 2023
3

Australian investors have been allocating more to fixed income assets this year. Persistent inflation is a key risk for bonds, and that's where gold can play a diversifying role within an investment portfolio.

Defence beats offence in investing

Geoff Saab
20 September 2023
2

Many are comparing Nvidia’s historic run to Cisco Systems in the 1990s. Here is a thought experiment comparing the returns of Cisco since that period to a more conservative alternative, and the results might surprise you.

Podcast: Boost share income, free investing, managing stars

James Gruber
20 September 2023
3

First Sentier's Rudi Minbatiwala explains how to get growing ASX dividend income, Graham on investing for free (ish), and MFS' Anne Marie Bernard on incentivising fund managers and preventing stars from jumping ship.

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Little‑known government scheme can help retirees tap into $3 trillion of housing wealth

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Kaye Fallick
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