12 June 2026

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Noel Whittaker’s take on the budget Australia has no death duties. Technically.Lithium's rally is real this time – but no-one trusts it Welcome to Firstlinks Edition 662 with weekend update How inflation is quietly moving the goalposts on retirement

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Edition: 457

1-8 out of 8 results.

Welcome to Firstlinks Edition 457 with weekend update

12 May 2022
13

All fund managers have their marketing patter, much of it similar to others. They tell us about their unique process of whittling down the investable universe and their stock selection genius. Then comes the "We hold 100% of our personal investable assets in our fund". Why should we care and is it even a good thing?

Five features of a fair performance fee, including a holiday

Graham Hand
11 May 2022
7

Most investors pay little attention to the performance fee on their fund but it can have a material impact on returns, especially if the structure is unfair. Check for these features and a coming fee holiday.

Ned Bell on why there’s a generational step change underway

Graham Hand, Ned Bell
11 May 2022
4

During market dislocation events, investors react irrationally and it should be a great environment for active management. The last few years have been an easy ride on tech stocks but it's now all about quality.

Meg on SMSFs: Powers of attorney for your fund

Meg Heffron
11 May 2022
10

Granting an enduring power of attorney is an important decision for the trustees of an SMSF. There are alternatives and protections to consider including who should perform this vital role and when.

The great divergence: the evolution of the 'magnetic' workplace

The pandemic profoundly impacted the way we use real estate but in a post-pandemic environment, tenant preferences and behaviours are now providing more certainty to the outlook of our major real estate sectors.

Bank reporting season scorecard May 2022

Hugh Dive
11 May 2022
1

A key feature of the May results for the banking sector was profits trending back to pre-Covid-19 levels, thanks to lower than expected unemployment and the growth in house prices.

Why gender diversity matters for investors

Companies with a boys’ club approach to leadership are a red flag for investors. On the other hand, companies that walk the talk on women in leadership roles perform better, potentially making them better investments.

Is it all falling apart for central banks?

Andrew Canobi, Joshua Rout, Chris Siniakov
11 May 2022
6

Central banks are unable to ignore the inflation in front of them, but underlying macro-economic conditions indicate that inflation may be transitory and the consequences of monetary tightening dangerous.

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Noel Whittaker’s take on the budget

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Welcome to Firstlinks Edition 662 with weekend update

The debate over the budget is increasingly shaped by frustration and perceptions of unfairness, rather than clear-eyed assessment of policy outcomes.

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How inflation is quietly moving the goalposts on retirement

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Jen Richardson
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How to minimise tax with a will

Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.

Shani Jayamanne
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