19 June 2026

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Noel Whittaker’s take on the budget Australia has no death duties. Technically.Welcome to Firstlinks Edition 662 with weekend update How to minimise tax with a will How inflation is quietly moving the goalposts on retirement

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Edition: 480

1-8 out of 8 results.

Welcome to Firstlinks Edition 480 with weekend update

20 October 2022
23

The vast majority of investors have lost money in 2022, even in conservative assets. Residential property is falling, equities are well down and bond losses are surprisingly high. It's difficult to take on new risks in the face of negative returns on nearly all assets, but at some point, investors need to commit to growth assets again.

10 lessons Cressida Campbell taught me about art

Graham Hand
19 October 2022
12

Cressida Campbell's blockbuster exhibition is now on at the National Gallery of Australia, and her woodblocks can sell for over $500,000. What has 25 years of watching and collecting her taught me?

Meg on SMSFs: when should I get rid of my SMSF?

Meg Heffron
19 October 2022
22

Most people will face the decision whether to close their SMSF due to downsides of multiple generations in the same SMSF, tax reasons to move money from super and after the death of a more active member.

Bigger fall, bigger bounce: small caps into and out of recessions

Andrew Mitchell
19 October 2022
4

Smaller listed companies tend to fall first and furthest when an economic downturn hits but they recover the strongest. Here are three reasons why small caps may see strong returns after the recovery takes hold.

Five steps to ease retirement stress and FORO

Ben Hillier
19 October 2022
7

FORO, or the Fear Of Running Out, is increasing due to higher costs. Most people are not willing to compromise on retirement plans, so they expect to work for longer. Here are additional steps to consider.

After-tax returns and the value of franking credits

Stuart Cartledge
19 October 2022
8

The market often does not fully recognise the value of franking credits held in some companies, and investors should know the after-tax returns achieved on their investments for more accurate view of returns.

Why it's better to be too early than too late

Tom Stevenson
19 October 2022
3

We are at a moment in the cycle for both bonds and stocks where investors are afraid to commit in case prices fall further, but they will not care about buying 200 points too soon when the market is 500 points higher.

Why we believe bonds are now beautiful

Chris Siniakov
19 October 2022
4

Investors often overlook the extent to which expected increases in cash rates are already built into longer-term rates. Bonds may be attractive even as cash rates rise if the market is assuming too much tightening.

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Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Noel Whittaker
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Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Rachael Rofe
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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.

Mark LaMonica CFA
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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
3 June 2026

How inflation is quietly moving the goalposts on retirement

Inflation doesn’t just raise today’s bills - it quietly increases the amount needed to retire, while simultaneously making it harder to save. Three steps to take before June 30th to improve retirement outcomes.

Jen Richardson
13 May 2026

Back to the future - Why indexing CGT is a good idea

A return to indexation of capital gains would be a fairer way to compensate households for the effects of inflation than the current discount. Importantly, it opens the door to future, broader reforms to stop the taxation of inflation.

Matt Nolan
20 May 2026

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