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Edition: 532

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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

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?

Money withdrawn from super after age 60 is tax-free but less understood are arrangements that allows a couple over the age of 67 to earn up to $57,948 per year outside super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?

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

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

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

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

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?

Most viewed in recent weeks

Australian house prices close in on world record

Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

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