14 November 2026

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Division 296: the initial moves to make before the windows close The retirement scorecard: how many of these questions can you answer?Testamentary trusts: Treasury has picked the wrong reading Superannuation’s structural failings Avoid unnecessary CGT with this estate planning clause

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Home / 532

Edition: 532

1-8 out of 8 results.

Welcome to Firstlinks Edition 532 with weekend update

26 October 2023
7

A couple of tiny countries down under with about 0.5% of the global population have four of the least affordable housing markets in the top 15 places in the entire world. We are so preoccupied by housing that a wide range of policy decisions must be framed with accommodation in mind.

Australians unprepared for $3.5 trillion wealth transfer

James Gruber
25 October 2023
16

A new report suggests that Australians are ill prepared for the largest intergenerational wealth handover in history. It's estimated $3.5 trillion in assets will be transferred from Baby Boomers to their children by 2050.

SAPTO and LITO, or do you really need an SMSF?

Jon Kalkman
25 October 2023
33

Money withdrawn from super after age 60 is tax-free but less understood are arrangements that allows a couple over the age of 67 to earn up to $57,948 per year outside super and pay no tax with LITO and SAPTO.

Is ResMed a trap or an opportunity?

Vinay Ranjan
25 October 2023
5

ASX blue-chip ResMed has been hammered due to concerns that new obesity drugs will reduce demand for its product. What are these drugs, how effective are they and what impact could they have on the sleep apnoea market?

How to generate inflation-adjusted income in retirement

Bob French
25 October 2023
8

Inflation is one of the biggest risks that retirees face. By constantly eating away at the value of savings and income, inflation will slowly reduce our purchasing power in retirement – if we don’t do anything about it.

Clime time: why this time really is different

John Abernethy
25 October 2023
7

The impact of higher bond yields is cascading through asset classes as higher costs of capital are factored into prices. While bonds may have some respite near-term, stocks are still the best place for long-term returns.

What super funds and their fund managers now think

Wayne Sullivan
25 October 2023
3

Over 10 years of surveying large super funds and the portfolio managers who help them to invest, significant changes include the move to in-house staff, the major decision-makers, fee competition and the top worries.

Why your portfolio should consider 5% gold

Jaspar Crawley
25 October 2023
2

As bonds swoon and equities plateau, gold has reached Australian dollar all-time highs, thanks in part to rising geopolitical tensions. Is it too late to buy, or even increase, a gold allocation in a portfolio?

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Division 296: the initial moves to make before the windows close

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Rachael Rofe
21 October 2026

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Ron Bird
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A simple estate plan can create a ticking time bomb. One overlooked clause can pit spouses against children, delay inheritances, and potentially leave a family facing an unexpected tax bill worth hundreds of thousands of dollars.

Shani Jayamanne
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Eric Souders
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