13 August 2026

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Does your will qualify for the discretionary testamentary trust exemption?Ranking three common retirement strategies Are you making these SMSF mistakes?Australia has saved $4.5 trillion for retirement. Here's what matters more Lithium's latest drop and what it means for ASX investors

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Edition: 329

1-8 out of 8 results.

ATO to shine spotlight on poor SMSF investment data

Graham Hand
23 October 2019
9

Although SMSFs are the largest segment of the $3 trillion super industry, the data on asset allocation is poor. There are signs the ATO is finally looking to fix its data collection.

The ‘streaming wars’ could penalise viewers

Michael Collins
23 October 2019
1

Netflix once claimed its creation of 'binge watching' made sleep its major competitor. Now, the coming blow will be the loss of one platform that offers just about everything subscribers want.

Five tips for Aussies who live in the US

Noel Whittaker
23 October 2019
7

A million Australians live overseas, and many forget the complexities that can arise in their financial affairs. Watch in particular for changing tax status, as in this US example.

Managing risk using asset diversification

William Gormly
23 October 2019
2

Investors should construct an ‘optimal portfolio’ that broadly falls on the efficient frontier. A ‘high growth’ balanced portfolio can deliver higher returns with lower risk than equities alone.

Six common estate planning errors

Kirsten Lynn
23 October 2019
13

Even if you are in a wonderful relationship now, you should not assume you will never be in a blended family. We all need to plan accordingly by avoiding common mistakes in wealth planning.

Japan diary: Getting up to speed on infrastructure

Trent Koch
23 October 2019
2

In this fascinating travel diary, learn how Japan gives investors access to quality infrastructure assets trading at attractive multiples. The country is opening itself up to the world like never before.

Designing a world-class post-retirement system

Deborah Ralston
23 October 2019
1

Australia has an opportunity to build a world-class decumulation system that gives individuals security and flexibility in retirement, but it's different from the accumulation phase (republished from 2013).

Welcome to Firstlinks Edition 329

23 October 2019
2

Are you ready to pay your bank to accept your deposits, as is happening in Denmark and elsewhere? Already, some Australian banks will not accept large deposits from companies unless there is a business relationship. The ACCC Review on mortgage pricing may exacerbate the problem for depositors, as government pressure to reduce mortgage rates will be passed to the other side of the balance sheet.

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Most viewed in recent weeks

Does your will qualify for the discretionary testamentary trust exemption?

Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.

Rachael Rofe
15 July 2026

Ranking three common retirement strategies

The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.

Mark LaMonica CFA
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Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Marcus Padley
22 July 2026

Australia has saved $4.5 trillion for retirement. Here's what matters more

Most Australians approaching retirement can tell you the exact dollar value of their super account. But success depends on more than a sizeable balance. Here's four key questions to ask yourself at the start of the financial year.

Dwayne Fernandes
8 July 2026

Lithium's latest drop and what it means for ASX investors

Lithium's latest sell-off has punished ASX miners as prices remain hostage to shifting expectations. The key challenge is navigating a market prone to extreme volatility despite a strong case for the long-term demand outlook.

David Tuckwell
15 July 2026

Retirement spending is not one-size-fits-all

New data challenges the idea that Australians are underspending their super. The bigger issue may be helping retirees navigate complexity, make confident decisions and use their savings to support security, wellbeing and choice.

Matt Werakso
22 July 2026

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