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6 July 2026
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To kick off the new financial year, we'd like to find out more about you and what you like and don't like about Firstlinks.
We would appreciate your feedback across a range of questions that will help to improve our content. It should take only a few minutes but provide great value to our future planning. The survey can be accessed via this link, the QR code, or completed using the embedded form below.
I try to keep a stable portfolio and I find the heavy emphasis on stock picking is not useful and is usually ignored in favor of articles of a more general nature.
Your coverage of superannuation- and other retirement-related matters is first rate.
Thanks for letting us provide you with feedback on our interests. Anyone who is considering relocating overseas on retirement has found useful information about options for pension transfers, tax and legal issues? I mentioned this in my survey response but wonder if commenting it here may elicit comments from others.
The depth and width of Firstlinks is excellent
Please have an option to get an email with only new articles, no repeated articles from previous emails. Even better, only new articles from all Morningstar email streams.
Hi Peter, you can choose to receive just the one Firstlinks email per week via email preferences (or send your request to [email protected]). Thursday's email contains our new articles and Sunday's update has added market commentary and highlighted Morningstar articles.
Being able to comment and read comments is an excellent addition to the information contained in an article. It seems that Firstliñks readers are a well informed and financially competent mob. Pity that we seem to be in a minority.
Same as Bruce Little
Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.
Proposed Budget changes to taxation are casting new uncertainty over testamentary trusts, prompting closer scrutiny of estate planning structures and the real implications of reforms still taking shape.
New CGT rules could tip the scales in the super vs non-super debate. For those facing the Division 296 tax, the case for withdrawing has gotten more complex. A "comparison rate" tool may help assess decisions.
Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.
Retail investors face an increasingly complex product environment, but simplicity may be the most overlooked advantage in building a portfolio you can actually live with.
The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.
The government's recent deal with the Greens has put SMSF property borrowing on the chopping block. The change raises tricky questions about timing, exceptions and what SMSFs will still be able to buy.
Australia’s market boasts a long record of outperformance, but recent results tell a different story. Is the ASX’s lagging performance a temporary setback or evidence that structural forces will keep global markets ahead?
For years, banks have powered Australian sharemarket returns. But changing economic conditions, stretched valuations and global trends suggest the next generation of winners may not be found in familiar domestic sectors.
Global growth is facing mounting pressure from war, higher oil prices, inflation and trade tensions. But a wave of AI-related investment may prove powerful enough to support economic activity and reshape the outlook for markets.
Why do so many retirees pass away with their wealth intact? Conventional wisdom blames pension rules for the reluctance to spend, but a case study from New Zealand shows that the answer may not be as predictable.
Investors often hear they need an “investment philosophy,” yet few know what that really means. Beneath the jargon sits a simple idea: a handful of core beliefs that shape every financial decision, for better or worse.