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Edition: 296

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Cuffelinks Newsletter Edition 296

  • 8 March 2019

84% oppose Labor franking, pension worse off, Chris Bowen reply, industrial property, recession risk, Int Women’s Day, ethical investing, Feb results.

Your opinions on Labor's franking proposal

Almost 2,000 people completed the franking credits survey, with 84% opposing the Labor proposal. Surprisingly, over half intend taking some action to mitigate the consequences.

How super became a poor deal for SMSF pensioners

Amazingly, SMSF pensioners invested in Australian shares will be much worse off under the Labor franking policy than in the ‘bad old days’ when their pensions were taxed.

A response from Chris Bowen on franking

A reader provides a copy of a letter on franking credits received from Chris Bowen, and we want to give the Shadow Treasurer a chance to put his side of the story.

Logistics property is a thriving investment

Property is not a homogeneous asset class, and changes in consumer spending habits are creating both opportunities and problems in different property sectors.

What do top ESG companies look like?

What is the difference between ESG as measured by the Dow Jones Sustainability Australia Index, and taking an approach that includes ethical factors?

Would a recession in 2019 matter to financial markets?

A global investment strategist looks at why this cycle may be different, and examines the potential invested yield curve for hints from the past.

Most women say unprepared for retirement

There are reassuring trends that more women are becoming confident investors, but they lag men significantly and feel more unprepared for retirement despite living longer.

A few big companies drive market results

While hot stocks generate media coverage and attention from investors, for the overall health of the market, they are irrelevant. A few big companies drive the Australian market.

Most viewed in recent weeks

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.

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 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.

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.

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.

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