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Five industries profoundly changed by COVID-19

By Angus McLeod, on behalf of Firstlinks July 2020 Four months have passed since the country and the world were rocked by a pandemic not seen in the lifetime of almost everyone. The virus has caused a major shake-up in the way we work, play, shop and live. There will be huge ramifications for many years to…

Chris Cuffe on why private debt is a hidden gem

  By Chris Cuffe, on behalf of Firstlinks June 2020 Among my various investment activities, I am the Portfolio Manager of the $110 million Australian Philanthropic Services Foundation (APS Foundation). This article focuses on how I have navigated the uncertainties and wild gyrations of investment markets during the COVID-19 pandemic and benefited from a relatively-large…

Market Update 2019 and outlook for 2020

December 2019 Chief Investment Officer, Tony Edwards, provides an investment update on 2019 and an outlook for 2020.

Uncharted waters, 2020 and beyond

By Phil Ruthven, on behalf of Firstlinks November 2019 We live in tumultuous times. Economic dominance has moved from West to East, with the West in some ways still recovering from the GFC over a decade ago. We’re experiencing record low interest rates, rising world and national debt levels, trade wars, digital disruption, stagnation in…

Five important lessons on investing for income

By Shane Oliver on behalf of Cufflinks October 2019 Since I looked at these five charts on investing for income two years ago, the Australian cash rate has halved, 10-year bond yields have fallen by two thirds and interest rates have resumed falling globally. Ever-lower interest rates and periodic turmoil in investment markets provides an…

Seven major trends affecting Australians in retirement

By Anthony Asher, David Knox, Michael Rice on behalf of Cufflinks, September 2019 In designing a system that will be robust in the face of social, economic or demographic changes, it is useful to note major trends that will affect Australians in retirement. A sound system will be dynamic and require change from time to time.…

Federal Budget 2019

By Colin Lewis, April, 2019 How sweet it is with an election looming! The measures announced this Budget are proposals only and must go through Parliament to become law.  Accordingly, it may take a newly elected Coalition government to get these measures through – and they’re counting on this Budget to help them get re-elected.…

Get me out of Australia?

By Oscar Oberg, on behalf of Firstlinks March 2019 Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the small-to-mid-cap segment of the market. Since around September 2018, economic data in Australia has weakened, largely due to the flow-on effect…

Market Update 2018 and outlook for 2019

December 2018 Chief Investment Officer, Tony Edwards, provides an investment update on 2018 and an outlook for 2019.
Colin Lewis

How much can I contribute?

By Colin Lewis December 2018 So, you want to bolster your retirement nest egg by making a contribution to your super fund. Sounds simple enough … right? Concessional contributions Making a pre-tax ‘concessional’ contribution – that is, a personal contribution for which you claim a tax deduction and/or salary sacrifice contribution – is relatively straightforward. …

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