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Edition: 174

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Edition 174

  • 23 September 2016

The hottest topic now for anyone planning or managing their retirement is non-concessional contribution limits. The disquiet at the proposed $500,000 lifetime cap has been replaced by enthusiasm for the final opportunity to place a large amount into the tax-advantaged super system. Learn the new rules, make a precise calculation, watch the final legislation and act before 30 June 2017.

Morrison delivers a Costello supersize opportunity

The superannuation compromises announced on 15 September give a final chance for the wealthy to place large amounts in a tax-advantaged system. It's similar to the opportunity delivered 10 years ago to the day.

10 quick points on super reform for dummies

  • 22 September 2016
  • 2

Cut through all the political speak and hype with this simple checklist of proposed super changes (as they currently stand), but remember - these changes are yet to be legislated.

Five things bond investors are doing now

In challenging market conditions, bond investors use two main strategies to increase returns: investing for longer or increasing risk. This list highlights some of direct bond investing trends right now.

Achieving real returns in a low growth world

The 'lower for longer' mantra has become common, but investors can assess current market conditions to achieve decent returns after inflation, without taking on extreme levels of risk.

Smart automation provides competitive edge

Capital expenditure by companies towards technology and software-driven innovation is reducing labour costs and increasing efficiency when executed well.

Search these unique investing tools

Retail investors don't always have access to the sophisticated tools used by professional fund managers to conduct company research, so here are some readily available investing tools that require just an internet browser.

Revolution in Australian money markets: a tribute to Ellis Bugg

It was only a few decades ago when money market trading was settled by retired bank managers walking around the city holding cheques and negotiable securities. Ellis Bugg drove the automation we take for granted.

Most viewed in recent weeks

Australian stocks will crush housing over the next decade, one year on

Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.

What to expect from the Australian property market in 2025

The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.

The perfect portfolio for the next decade

This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.

Howard Marks warns of market froth

The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.

9 lessons from 2024

Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.

The 20 most popular articles of 2024

Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.

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