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Edition: 613

1-8 out of 8 results.

Welcome to Firstlinks Edition 613 with weekend update

  • 29 May 2025
  • 6

The US dollar is 15% overvalued making America “quite uncompetitive”, China is exporting deflation to the rest of the world and expect two more RBA cuts this year – according to Westpac Chief Economist, Luci Ellis.

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.

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.

Why we can't separate housing policy from migration policy

Australia is running world-leading population growth rates but neglecting housing supply. We need to ask better questions and form a population plan linked to housing, infrastructure and employment opportunities.

Compare the pair: Expensive versus cheap

Are market leaders overpriced - or rightly priced? When Netwealth, Fisher & Paykel, and Aristocrat outperform their 'bargain' peers for years, it’s time to rethink what cheap really costs investors long-term. 

Maintaining dividend income in turbulent times

Australia's stock market is more insulated from tariff shocks than most. What's more, any volatility could provide opportunities for investors to build exposure to solid dividend payers at more reasonable prices.

The US is no longer a model for democracy

America prides itself on being a Government of the people. But the nation that invented modern democracy is no longer the model for it, and compares unfavourably to other regions where democracy is taking hold.

Corporate bond opportunities in today’s market

Investing directly in corporate bonds and credit securities has advantages over owning these assets through managed funds or ETFs. They can also provide investors with attractive income and total returns over time.

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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