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FIRSTLINKS News & Analysis
Personal Finance
Things I’m thankful for as an investor
Successful investing is grounded in the accumulation of wisdom.
Mark LaMonica, CFA | 22 November 2023
Retirement
New tax gives incentive to move money out of super
The new super tax is a heavy surcharge on long-term investments because most of the gains from growth assets come from value gains which are mainly...
Ashley Owen | 04 October 2023
Retirement
30-year chart is pointer to retirement outcomes
A healthy couple entering retirement can expect at least one of them to live for 30 more years. What do the 30-year asset performance charts say...
Graham Hand | 17 August 2023
ETFs
ETFs vs. managed funds: the Australian David and Goliath
In Australia, David is ETFs valued at only 3% of the Goliath of managed funds, yet when we report ETF flows and characteristics as representing the...
Graham Hand | 22 June 2023
Retirement
What you should know about retirement income
Here are five tips to help you better manage your retirement savings.
Kaye Fallick | 15 June 2023
Personal Finance
Wealth of Experience Podcast | Season 2, Episode 1
$3m super tax; Aussie large cap headwinds; Energy transition issues.
James Gruber | 15 June 2023
Personal Finance
A capital gains tax discount is legitimate but how much?
Like negative gearing, discounted capital gains tax, is criticised for giving investors an edge over first-home buyers. A discount is justified but...
Graham Hand | 14 June 2023
Personal Finance
The ultimate superannuation EOFY checklist 2023
Now is the time for SMSFs and other super funds to make the most of the strategies available to them. Here is a 24-point checklist.
Liam Shorte | 08 June 2023
Personal Finance
Invest in equities until you reach your sleeping point
Benjamin Graham wrote that everyone should hold between 25% and 75% in equities, with the rest in bonds. The right level is the point where you...
Graham Hand | 07 June 2023
Personal Finance
The rise and rise of Chemist Warehouse
In part two of this interview with entrepreneur Jack Gance, we hear how he expanded Chemist Warehouse into a retailing behemoth.
Lawrence Lam | 07 June 2023
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