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Edition: 510

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Welcome to Firstlinks Edition 510 with weekend update

  • 25 May 2023
  • 5

Every fund manager wants their portfolio to perform well, so why do they need to reassure us that all their own wealth is invested in their fund? Is it supposed to improve performance? But prepare for some poor results as the booming US market is driven by a few stocks and many will miss out.

Eight investment pools in the new tax hierarchy

The new tax on super over $3 million brings alternatives into play for tax efficiency. For investors who can be bothered juggling different types of pools, there are ways to avoid the tax on unrealised gains.

Chemist Warehouse founder reveals his success secrets

Jack Gance is a rare entrepreneur who’s created two market-leading businesses from scratch. He reveals how he started with limited capital, how he scaled up with innovative marketing and the lessons learned.

Meg on SMSFs: Adjusting to the new tax on super over $3 million

It started out as a simple idea, but the closer the implications of the new $3 million super tax are examined, the more complex it becomes. It may require thinking differently about investments after 30 June 2025.

Why Aussie bank hybrids are rock solid

Australian banks are the Pilbara of the global financial system, with irreplaceable assets that are among the world's best. Current bank hybrid prices offer favourable rewards with limited risk for investors.

‘Prepare for war’ with hostile markets

Indexes are up and volatility is down: what's not to like? Recent banking crises are likely to curtail economic activity and company earnings, and that's why now is the time for investors to play it safe.

Thinking small to win big

ASX small caps have recently underperformed larger companies and liquidity in these companies has vanished. That provides a chance for enterprising investors to buy fast growing yet cheap small and micro cap stocks.

Five steps to become a better investor

Everyone including investors needs to evolve to get better. Here are five steps to improve your investment toolkit, including thinking probabilistically, running your own race, and measuring yourself objectively.

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.

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

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

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.

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

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.

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