21 November 2024

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Vale Graham Hand The nuts and bolts of family trusts Welcome to Firstlinks Edition 583 with weekend update Warren Buffett is preparing for a bear market. Should you?Preserving wealth through generations is hard

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Edition 173

16 September 2016

The Government has scrapped the proposed $500,000 cap on non-concessional contributions, allowing contributions until the $1.6 million cap is reached. The non-concessional limit will be $100,000 a year, with the bring-forward allowed. So much for the Treasurer's recent conviction that the proposals would not be revisited. The complete announcement is on our website.

Government scraps $500,000 cap

Graham Hand
15 September 2016
36

The full text of the changes to the superannuation proposals. A better outcome for many building their super, and even the wealthy have a final chance to put $540,000 each into super.

Six factors guide when to sell your winners

Chris Stott
15 September 2016
3

While some investors like to take a profit, others let their winners run. It pays to have a systematic approach to selling winners in the hope of hanging on to the successes.

How rebalancing can help your portfolio

Leah Kelly
15 September 2016
6

Investors should consider rebalancing their portfolios, including SMSF trustees who must comply with an investment strategy. Regular rebalancing can reduce concentration risk and improve performance.

Australian and US house prices remain firm

Ashley Owen
15 September 2016
1

Increases in Australian house prices are slowing but there are many reasons for an underlying support, but some locations for apartments will not do as well. Housing recovery continues in the US.

Why bother with hedge funds?

Craig Stanford
15 September 2016
4

Despite negative headlines regularly aimed at hedge funds, they experienced strong inflows in the six years until the end of 2015. What are the benefits of hedge funds for a portfolio?

Gold can play a role in SMSF portfolios

Jordan Eliseo
15 September 2016

Only a tiny proportion of SMSF assets are invested in physical gold, but it's worth considering in a world of uncertainty and volatility, especially when interest rates are low.

Compulsory super not enough to avoid full pension

Rick Cosier
15 September 2016
6

Australia's economy will struggle under an increasing age pension burden because the current level of compulsory super is inadequate to fund a comfortable retirement for most.

Unconventional monetary policy is now conventional

Anne Anderson
15 September 2016

In a recent speech, US Federal Reserve Chair, Janet Yellen signalled that 'unconventional' monetary policy actions by central banks are likely to be 'normal' for many years.

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Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

Chris Cuffe, James Gruber, Mark LaMonica CFA
19 November 2024

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.

Greg Russo
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Welcome to Firstlinks Edition 583 with weekend update

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

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

James Gruber
6 November 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.

James Gruber
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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.

John Abernethy
23 October 2024

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