24 April 2026

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Indexation implications – key changes to 2026/27 super thresholds The refinery problem: A different kind of energy crisis in 2026 3 ways to defuse intergenerational anger The missing 30%: how LIC returns are understated, and why it matters Little‑known government scheme can help retirees tap into $3 trillion of housing wealth

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Home / Investor Engagement

Investor Engagement

1-12 out of 14 results.

Australia’s shameful super gap

Pascale Helyar-Moray
4 December 2024
81

ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.

A one-page introduction to investing

Rob Garnsworthy
24 August 2022
26

Faced with confusing complexity which often fails to improve investment outcomes, a former managing director set himself the task of writing a one-page introduction to investing for his 18-year-old grandkids.

A colossal waste of time, but it's fun

Michael Batnick
23 February 2022
8

From a financial view, most earnings calls and stock picks are a waste of time. For most people, their investing would be better served in an index fund. So why bother with it? The best reason is because you enjoy it.

Investor downside when management controls access to the board

Miles Staude
9 December 2020
7

Try having a direct conversation with a board member without going through the company's PR team. Boards can become managed and co-opted by company executives and forget who they work for.

Four ways to reduce the generation blame game

Emma Davidson
29 July 2020
44

There's a popular view that generations are 'at war', but is it really the case that generations are more divided than ever before? If so, what's causing it? Why now? And how can we move forward?

Keating's super versus disengaged millennials

Leisa Bell
30 October 2018
10

Mercer says the nature of the workforce is changing and many part-time workers in the gig economy are excluded from super. It contributes to widespread disengagement and apathy towards super.

Larry Fink's letter to global business leaders

Larry Fink
27 January 2018

BlackRock's CEO, Larry Fink, wrote to over 1,000 business leaders on the importance of long-term value creation and why companies should make a positive contribution to society.

Treasurer: super reform was difficult but we had no choice

Graham Hand
6 September 2017

Treasurer Scott Morrison on superannuation engagement and why the recent changes were essential, and in fact, have no impact on the vast majority of people.

Dan Pink TED talk on motivation

Graham Hand
26 February 2015

Behavioural reasons why we ignore life annuities

David Bell
17 October 2013
4

Life annuities is a product with theoretical appeal but it does not gather significant market acceptance. These behavioural reasons need to be addressed before substantial increases in sales occur.

Michael Porter on 'Shared Value' for companies

Graham Hand
10 October 2013

How institutional investors influence listed companies

Chris Cuffe
29 August 2013

Don’t judge the extent to which institutional investors influence listed companies by the big public event, the AGM. Private meetings with executives of listed companies are ongoing and lively.

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Most viewed in recent weeks

Indexation implications – key changes to 2026/27 super thresholds

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.

Julie Steed
1 April 2026

The refinery problem: A different kind of energy crisis in 2026

The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.

Jason Teh
25 March 2026

3 ways to defuse intergenerational anger

With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.

Mark LaMonica CFA
18 March 2026

The missing 30%: how LIC returns are understated, and why it matters

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.

Emma Davidson
1 April 2026

Little‑known government scheme can help retirees tap into $3 trillion of housing wealth

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.

Katja Hanewald
8 April 2026

Welcome to Firstlinks Edition 655 with weekend update

Many investors are on edge as geopolitical turmoil continues to impact markets, often leading to short-sighted actions. These are the three quotes that I’ve relied on during periods of volatility.

26 March 2026

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