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9 May 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
Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.
The perceived underperformance of LICs compared to ETFs is due to existing comparison data excluding crucial information, highlighting the need for proper assessment and transparent reporting.
The Home Equity Access Scheme in Australia allows older homeowners to tap into their home equity for retirement income, yet remains underused due to lack of awareness and its perceived complexity.
Debate over the CGT discount is intensifying amid concerns about intergenerational equity and housing affordability. This analysis shows that the 'discount' does not necessarily favor property investors.
A proposal to address Australia's 'stranded balances' in retirement by requiring super funds to transition members to pension phase at 65, boosting retirement income and reframing super as a source of income.
Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.
Global equity markets have grown more correlated due to globalization, but this trend may reverse which boosts the benefits of cross-country diversification.
Research highlights the significant impact of excluding housing income from income inequality analysis in Australia, arguing for the inclusion of imputed rent and capital gains to provide a more accurate picture.
The lithium rally mirrors the early-2010s tech stock surge, with demand set to double by 2030. Supply has been slow to respond, creating a market deficit for future tech like humanoid robotics and solid-state batteries.
Increasing our official cash rate contrasts with almost every other developed country in the world. Canada, UK, Europe, and USA, so far, have not reversed recent cuts while their inflation issues appear to be contained.
Around the world, democracy as a system of government is backsliding. After more than 50 years of liberal democracy in ascendancy, democratic progress plateaued around the turn of the century and is now going backwards.
Financial commentators await the federal budget with focus on debt and deficit. 'Off-budget' accounting alters the fiscal picture with unseen programs.
Ashley Owen's abridged monthly snapshot uncovers what is front of mind for investors around the world and his view on the likely outcome of the stand-off in the Middle East.