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Edition: 505

1-8 out of 8 results.

Welcome to Firstlinks Edition 505 with weekend update

20 April 2023
15

The Reserve Bank faces the biggest changes in its structure for decades, and here are the details. Plus fund managers play a role in managing the expectations of their clients by discouraging investors from responding to short-term noise and their natural behavioural tendencies. It's an awkward position when fund managers can perform only as well as their worst investors allow them to.

ASIC's yin and yang design rules need a rebalance

Graham Hand
19 April 2023
13

In designing rules to protect investors, ASIC prevents reinvestment in products some people have held for years, even when investors qualify as 'wholesale'. How can ASIC change the rules to correct the imbalance?

Meg on SMSFs: Total Super Balance quirks unpacked

Meg Heffron
19 April 2023
25

The Total Superannuation Balance (TSB) may sound self explanatory but many people with large super balances are about to care far more about exactly what goes into a TSB. And there are some quirks to understand.

Passive investing has risks too

Shane Woldendorp
19 April 2023
2

Last year was rough for investors, especially where equity and bond portfolios were not as diversified as they thought. Spreading the risk sounds simple but watch that funds are not all doing the same thing.

Can the battling Aussie dollar find a friend?

Andrew Canobi
19 April 2023
1

The Aussie dollar hit 80 US cents in late 2020 but has generally been in the 65-70 cents range for the last year. The exchange rate has a major impact on returns from unhedged offshore investments, so what's the outlook?

Private debt returns rise with inflation and less risk than equities

Andrew Lockhart
19 April 2023
1

As the global economy slows, private debt can be an attractive option for income investors. It provides reduced capital volatility and reliable income, as well as risk-adjusted returns that are linked to inflation.

Five reasons fund managers don't talk about skill

Joe Wiggins
19 April 2023
1

Active funds cost more than passive because the investor is paying for the skill of the manager, so why are fund managers reticent to describe their skill rather than their outcomes. Here are five reasons.

Focus on death taxes, resource taxes and negative gearing

Peter Martin
19 April 2023
48

Asked to choose the fairest ways to raise billions, half of the surveyed economists backed introducing inheritance taxes, while one-third chose both winding back super tax concessions and increased resource taxes.

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Most viewed in recent weeks

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

Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate

Proposed Budget changes to taxation are casting new uncertainty over testamentary trusts, prompting closer scrutiny of estate planning structures and the real implications of reforms still taking shape.

Dr. Sylvia Villios
10 June 2026

Meg on SMSFs: The CGT changes don’t impact super but what about Div 296 tax decisions?

New CGT rules could tip the scales in the super vs non-super debate. For those facing the Division 296 tax, the case for withdrawing has gotten more complex. A "comparison rate" tool may help assess decisions.

Meg Heffron
10 June 2026

High quality businesses are on sale

Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.

Tim Carleton
17 June 2026

The investment mistake killing your returns

Retail investors face an increasingly complex product environment, but simplicity may be the most overlooked advantage in building a portfolio you can actually live with.

Simonelle Mody
27 May 2026

Welcome to Firstlinks Edition 667 with weekend update

The downfall of the giant and three lessons for investors.

18 June 2026

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