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FIRSTLINKS News & Analysis

Things I’m thankful for as an investor
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
New tax gives incentive to move money out of super
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
30-year chart is pointer to retirement outcomes
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 vs. managed funds: the Australian David and Goliath
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
What you should know about retirement income
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
Wealth of Experience Podcast | Season 2, Episode 1
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
A capital gains tax discount is legitimate but how much?
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
The ultimate superannuation EOFY checklist 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
Invest in equities until you reach your sleeping point
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
The rise and rise of Chemist Warehouse
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