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Edition: 188

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Edition 188

  • 3 February 2017

The National Museum of Australia recently held a fascinating exhibition, 'A History of the World in 100 Objects from the British Museum'. Item 99 was a replica shirt of Chelsea FC, a Russian-owned club sponsored by a Korean company, bearing the name of Didier Drogba, an Ivory Coast footballer who grew up in France. The fake was made in Indonesia and sold in Peru.

How Trump drives high business expectations

US small business expectations are high under a Trump presidency but reality and fundamentals rather than sentiment will need to kick-in soon to justify recent market gains.

Navigating super law changes with confidence

SMSF trustees and other people with large super balances should realise there are two applications of the $1.6 million transfer balance cap, and final opportunities to grow retirement savings in the most tax-effective way.

New super doors opening from 1 July 2017

A positive development from recent super changes is the lifting of current restrictions on claiming tax deductions for personal super contributions and a flexible carry-forward rule.

Fintech platforms disrupting business finance

As fintech funding platforms and instant payment systems grow, small businesses will benefit from greater choice and bargaining power when it comes to obtaining finance and managing cashflows.

Careless estate planning: how artists can lose their legal voice

Using the example of an artist's body of work being highly sought-after once the artist dies highlights the importance of appointing the right executors - ones that will handle your affairs the way you intended.

Superannuation needs greater outcomes focus

Superannuation funds have too much emphasis on short-term performance and they need more focus on outcome-based objectives. Members deserve a better idea of their likely income in retirement.

Unusual trends give investing tailwinds

Two strong trends at the moment centre around our increasing addiction to the selfie and online gaming. These major global themes also have related investment opportunities.

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The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 581 with weekend update

A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

  • 10 October 2024

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

Welcome to Firstlinks Edition 583

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

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