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Edition: 311

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Welcome to the Firstlinks Newsletter Edition 311

The headlines and graphics are ready. With the All Ordinaries Index closing yesterday at 6,728, it is apparently within striking distance of the all-time high on 31 October 2007 of 6,873. But sorry to spoil the party.

James Abela on companies, from toddlers to nightclubs

Our Interview Series continues with a small cap manager who uses unique filters, including the Toddler Index, and likens investing to going to a nightclub. And guess what time of night it is.

My nine all-time essential investing lessons

In 35 years watching investment markets, some themes continue to repeat. Investors don't need to live through the same mistakes if they follow this list of lessons learned from studying markets.

How important are investment costs for retirement?

Cost is one part of investing that people saving for retirement can control, and it's surprising how the compounding impact of small cost savings build up to large amounts over a long accumulation phase.

Five key ASIC findings on marketplace lending

ASIC's recent report on marketplace lending provides a statistical base to study the different features of the industry. It continues to grow strongly but at a slower rate than previous years.

Why Westpac walked away from advice

Statements by Brian Hartzer, CEO of Westpac, confirm that financial advice delivered by advisers to the mass market is not financially viable, and technology is the solution if most Australians are not to miss out.

Super timing guide for contributions and reversionary pensions

Watch the exact timing of super contributions to create a tax deduction, especially this year, and anyone with a pension that reverts to another person on death has particular timing issues to address.

Seven property depreciation tips for EOFY

An important part of the economics of property investment is claiming tax deductions for depreciation of plant, equipment and buildings, and a qualified expert should perform the assessment.

What should the government’s super and retirement planning priorities be?

What do many of Australia’s top experts in superannuation and retirement planning think the government should focus its policies on? A long article but with many interesting ideas.

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.

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.

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

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 gentle art of death cleaning

Most of us don't want to think about death. But there is a compelling reason why we do need to plan ahead, and that's because leaving our loved ones with a mess - financial or otherwise - is not how we want them to remember us.

Why has nothing worked to fix Australia's housing mess?

Why has a succession of inquiries and reports, along with a plethora of academic papers, not led to effective action to improve housing affordability? Because the work has been aimless and unsupported by a national consensus.

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