Even local investors are getting fed up with ASX stocks. There’s been a rush of money heading out of Australian equities into overseas markets, especially the US, of late. No doubt, part of that is chasing momentum in America, especially that of the Magnificent Seven. Yet, there’s also growing disillusionment with the ASX: with its old world companies, ...
“Fellow Australians, I want to address our most pressing national issue: housing. For too long, governments have tiptoed around the problems from escalating prices, but for the sake of our younger generations, that stops today.
First, let me run through what our housing issues are and how we got here.
The biggest problem we face today is that property ...
Discretionary (family) trusts have long been a favoured structure for Australian families and business owners, offering flexibility and asset protection. But with rising scrutiny from the Australian Tax Office (ATO) and increasing compliance complexity, many are asking, are they still worth it?
The ATO has intensified its focus on trust distributions, ...
The following is an extract from Morningstar's Mark LaMonica and Shani Jayamanne's new book, Invest Your Way.
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Just 30 kilometres outside of Philadelphia, Pennsylvania, sits the sleepy town of Malvern. Population: 3419. The town was best known as the site of the obscure battle of Paoli in the Revolutionary War, when British regulars surprised ...
In the Future Fund’s FY25 Annual Report, Chair Greg Combet highlighted that the fund will not be paying defined benefit pensions (DBPs) until at least 2033 - some 27 years after the fund was formed and 13 years later than its original design.
The Chair stated:
"The deferral of withdrawals ensures that the Future Fund can continue to strengthen the ...
We are on the cusp of the next evolution in portfolio architecture. Managed accounts are fast becoming the default in a maturing wealth management industry. For investors, this means greater access to institutional-grade diversification across listed, private and multi-asset exposures, delivered through a well-governed, managed accounts framework.
A ...
This is an extract of an interview between Steve Bennett, Direct CEO at Charter Hall, and Firstlinks’ James Gruber.
James Gruber: Let’s first explore the macroeconomic landscape for property. We’ve had interest rates come down a little, which seems to have helped retail activity and the economy. Does that bring optimism for commercial property ...
If you’ve ever driven in Sydney, Melbourne or Brisbane, chances are you’ve used – or steered clear of – a private toll road.
Those three cities are home to 22 private toll roads. And one giant company, Transurban, operates 18 of them: 11 in Sydney, all six toll roads in Brisbane, plus Melbourne’s CityLink.
So, how did Australia become so dependent on ...
A quick note from your Editor: Over the past week, you may noticed that Firstlinks website looks a little different. We've done two things. First, we've introduced arrows next to comments. You can now like a comment by pressing on the arrow. The comments with the most arrows ends up at the top of the comments section, and those with the least, down the ...
The long term is Inevitable
Firstly, the short term is unknowable, but the long term is inevitable. The stock market has good years and bad, but over the long term there is only one trend and it is up. Despite this being so obvious, I continue to be astounded at how investors behave during ‘bad’ years.
Calendar Year 2024 marked the 149th year of ...
A quick note from your Editor: Over the past week, you may noticed that Firstlinks website looks a little different. We've done two things. First, we've introduced arrows next to comments. You can now like a comment by pressing on the arrow. The comments with the most arrows ends up at the top of the comments section, and those with the least, down the ...
Most of the conditions of release that allow members to access their super have remained unchanged for many years (excluding COVID). However, certain areas still cause confusion and ambiguity. In this article we will review the areas that can be unclear or seem contradictory.
Reaching age 65
When a member turns 65, all benefits are accessible from that ...
Even local investors are getting fed up with ASX stocks. There’s been a rush of money heading out of Australian equities into overseas markets, especially the US, of late. No doubt, part of that is chasing momentum in America, especially that of the Magnificent Seven. Yet, there’s also growing disillusionment with the ASX: with its old world companies, ...
“Fellow Australians, I want to address our most pressing national issue: housing. For too long, governments have tiptoed around the problems from escalating prices, but for the sake of our younger generations, that stops today.
First, let me run through what our housing issues are and how we got here.
The biggest problem we face today is that property ...
Discretionary (family) trusts have long been a favoured structure for Australian families and business owners, offering flexibility and asset protection. But with rising scrutiny from the Australian Tax Office (ATO) and increasing compliance complexity, many are asking, are they still worth it?
The ATO has intensified its focus on trust distributions, ...
The following is an extract from Morningstar's Mark LaMonica and Shani Jayamanne's new book, Invest Your Way.
****
Just 30 kilometres outside of Philadelphia, Pennsylvania, sits the sleepy town of Malvern. Population: 3419. The town was best known as the site of the obscure battle of Paoli in the Revolutionary War, when British regulars surprised ...
In the Future Fund’s FY25 Annual Report, Chair Greg Combet highlighted that the fund will not be paying defined benefit pensions (DBPs) until at least 2033 - some 27 years after the fund was formed and 13 years later than its original design.
The Chair stated:
"The deferral of withdrawals ensures that the Future Fund can continue to strengthen the ...
We are on the cusp of the next evolution in portfolio architecture. Managed accounts are fast becoming the default in a maturing wealth management industry. For investors, this means greater access to institutional-grade diversification across listed, private and multi-asset exposures, delivered through a well-governed, managed accounts framework.
A ...
This is an extract of an interview between Steve Bennett, Direct CEO at Charter Hall, and Firstlinks’ James Gruber.
James Gruber: Let’s first explore the macroeconomic landscape for property. We’ve had interest rates come down a little, which seems to have helped retail activity and the economy. Does that bring optimism for commercial property ...
If you’ve ever driven in Sydney, Melbourne or Brisbane, chances are you’ve used – or steered clear of – a private toll road.
Those three cities are home to 22 private toll roads. And one giant company, Transurban, operates 18 of them: 11 in Sydney, all six toll roads in Brisbane, plus Melbourne’s CityLink.
So, how did Australia become so dependent on ...
A quick note from your Editor: Over the past week, you may noticed that Firstlinks website looks a little different. We've done two things. First, we've introduced arrows next to comments. You can now like a comment by pressing on the arrow. The comments with the most arrows ends up at the top of the comments section, and those with the least, down the ...
The long term is Inevitable
Firstly, the short term is unknowable, but the long term is inevitable. The stock market has good years and bad, but over the long term there is only one trend and it is up. Despite this being so obvious, I continue to be astounded at how investors behave during ‘bad’ years.
Calendar Year 2024 marked the 149th year of ...
A quick note from your Editor: Over the past week, you may noticed that Firstlinks website looks a little different. We've done two things. First, we've introduced arrows next to comments. You can now like a comment by pressing on the arrow. The comments with the most arrows ends up at the top of the comments section, and those with the least, down the ...
Most of the conditions of release that allow members to access their super have remained unchanged for many years (excluding COVID). However, certain areas still cause confusion and ambiguity. In this article we will review the areas that can be unclear or seem contradictory.
Reaching age 65
When a member turns 65, all benefits are accessible from that ...
