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Edition: 530

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Welcome to Firstlinks Edition 530 with weekend update

  • 12 October 2023
  • 4

With the Consumer Price Index at 5.2% in August 2023, it's tempting to think inflation is under control after peaking at 8.4% in 2022. What's your personal experience? And will the Treasury review of the $3 million tax lead to any changes, especially taxing unrealised gains?

Are you paying tax by not starting a super pension?

Pension payments in super after the age of 60 are tax free and anyone over 65 can switch their super into a pension account even if they do not change their employment. Why do so many continue paying 15% tax?

Which asset classes are offering the best value?

The number one aim of investing is to generate an after-tax return above inflation. All major asset classes failed to do that in 2022, though it's more mixed this year, so where does the best value lie for the future?

A new income scorecard for the ASX 200

ASX reporting season focuses on how earnings compare to forecasts, yet there's little mention of how dividends perform versus expectations. A new scorecard aims to rectify this to help income-focused portfolios.

Reader Survey: your personal inflation experiences

We each have a unique inflation experience but does it feel as if your own cost of living has gone up more than the official CPI? Australia has taken a step change in the cost of goods and services but what about yours?

Is the market wrong on AI and China?

The conventional academic view is that markets are efficient as they price in all available information effectively. Yet history shows the market can be wildly wrong on stocks, as may be the case with AI and China today.

Backing strong companies over weak ones

It is important to be selective in this environment to ensure exposure to stronger over weaker companies. It is also an opportunistic time because an attractive entry price can help some of the weak to survive.

Disney blinks in the TV streaming wars

Big changes are upending the US entertainment industry business, and as we know, almost every piece of US content finds its way here. The end of the existing Pay TV model is near as dollars flow from traditional to streamed TV.

Most viewed in recent weeks

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Welcome to Firstlinks Edition 627 with weekend update

This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.

  • 4 September 2025

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