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Edition: 567

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Welcome to Firstlinks Edition 567 with Weekend Update

  • 4 July 2024

The first half of 2024 showed, yet again, that trying to turn big macro calls into profits is extremely hard. Investors are usually better served by running their own race and controlling what they can control.

My disinterest in investments as an investment specialist

Shani Jayamanne takes a deliberately uninterested approach to investing. She outlines the technical and circumstantial reasons for why she goes against the grain and focuses on the real drivers of investment success.

US trip reveals inflection point for $6 billion global industry

Members of First Sentier Investors’ Global Listed Infrastructure team hit the road to see what’s happening in key industries across the United States. What they found has big implications for utilities.

The ATO has SMSF asset valuations in its crosshairs

SMSF trustees need to ensure they value their assets at least annually and that those valuations are fair and reasonable, based on objective and supportable data. The ATO is particularly concerned with unlisted assets such as real estate.

Should investors follow super funds into private credit?

Led by superannuation funds, institutions are piling into private credit, attracting to the high yield and steady returns on offer. Should retail investors and SMSFs allocate more money to this burgeoning asset class?

Learn from the last tech bubble and embrace GenAI mania

Using the internet bubble of the 1990s as a guide, we draw lessons for today’s investors in the Generative AI mania. Although bubbles eventually end in a bust, the mania generates capital investment that often yields long-term benefits.

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Most aged care homes are falling short of minimum care standards

A new report on Australia’s aged care sector reveals many aged care residents are not receiving the levels of care they need and are entitled to despite taxpayers having paid millions of dollars to care providers.

Most viewed in recent weeks

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?

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

The hidden property empire of Australia’s politicians

With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.

Preparing for aged care

Whether for yourself or a family member, it’s never too early to start thinking about aged care. This looks at the best ways to plan ahead, as well as the changes coming to aged care from November 1 this year.

Our experts on Jim Chalmers' super tax backdown

Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.        

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