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Articles from: What to do and what to avoid 10 years from retirement to Gold suffers as irrationality Trumps reality

What to do and what to avoid 10 years from retirement

Author: Andrew Zbik
Date: 16 Sep 2016

The average superannuation balance for Australians aged 45-54 is $151,500 for males and $90,800 for females

Why you should consider investing in mid-cap stocks

Author: Arian Neiron
Date: 04 Oct 2016

Australia's mid-cap sector has outperformed large-cap and small-cap stocks over the past 15 years, but despite this strong performance, the mid-cap sector has been largely ignored

Comeback kid: emerging markets

Author: Claire Dwyer
Date: 30 Sep 2016

"Lower for longer" interest rates looking increasingly like "lower forever" have been a clear driver of flows into the asset class, but a recovery in oil prices and attractive relative valuations are helping too

Here's why every SMSF member needs an enduring power of attorney

Author: Brian Hor
Date: 08 Sep 2016

You may have seen coverage in the news of the Women and SMSFs report, jointly released by the Commonwealth Bank and the SMSF Association, indicating that more than half of SMSF members do not have an up-to-date will or a succession plan

Climate change: investment risks and opportunities

Author: Richard Turnill
Date: 21 Sep 2016

A tide of new regulations to combat climate change is rising

Why you should invest in the cybersecurity sector

Author: Anthony Fensom
Date: 18 Oct 2016

The recent Census fiasco provided another reminder of the growing threat of cybercrime in Australia, which reportedly costs the nation up to $17 billion a year

Will CBA continue to underperform its peers?

Author: Nicki Bourlioufas
Date: 14 Sep 2016

Analysts are divided on the outlook for the big four banks and impending changes to capital requirements has been weighing on the sector, especially the nation's biggest financial institution, the Commonwealth Bank of Australia (ASX: CBA)

Pre-retirement trustees have most to lose from proposed super changes

Author: Glenn Freeman
Date: 17 Oct 2016

The study used a sample of 14,351 SMSF funds provided to the SMSF Association by BGL Corporate Solutions, an SMSF software and administration provider

The victory few saw coming and its impact on markets

Author: Scott Mather
Date: 10 Nov 2016

Here's our view on what a Trump presidency and Republican Congress likely mean for markets over the near, medium and longer terms

CBA records steady first-quarter cash earnings

Author: Nicholas Grove
Date: 08 Nov 2016

Commonwealth Bank of Australia (ASX: CBA) on Tuesday said its cash earnings before one-offs for the first quarter ended September stood at around $2.4 billion, unchanged on the same quarter in fiscal 2016

Trump gets a full house but caution prevails

Author: Peter Warnes
Date: 10 Nov 2016

Donald Trump, President of the United States (POTUS)

ANZ reports 18pc fall in profit

Author: Nicholas Grove
Date: 03 Nov 2016

Australian and New Zealand Banking Group (ASX: ANZ) on Thursday announced an 18 per cent fall in fiscal 2016 cash profit--a preferred measure of underlying performance among the big Australian banks--to $5.9 billion, following a "reshaping" of the business

Doubling down

Author: Bill Gross
Date: 12 Oct 2016

My country club locker room is a fascinating 19th hole observatory where human nature and intelligence often come into conflict

Wake up and smell the tulips

Author: Robert Mead
Date: 25 Oct 2016

At the time of the GFC, the RBA cash rate was 7.25 per cent, reflecting inflation above the Reserve Bank of Australia's target band of 2 to 3 per cent

Here are 2 great stocks you need to sell

Author: Nicholas Grove
Date: 01 Nov 2016

As all subscribers to various Morningstar products would know, the moat rating is a cornerstone of the company's investment philosophy

2 tourism and leisure stocks worth considering

Author: Glenn Freeman
Date: 04 Nov 2016

Australia's tourism and leisure sector holds good opportunities for investors, buoyed by the continuing influx of international visitors--particularly from China--amid a softening Australian currency and increasingly positive US economic figures.

Low volatility a mirage

Author: Simon Doyle
Date: 03 Nov 2016

September was a mixed month in financial markets

Crown shares tank following China arrests

Author: Nicholas Grove
Date: 17 Oct 2016

In a statement to the ASX, the company said it believed Crown's executive vice president VIP International, Jason O'Connor, was one of 18 Crown employees that had been detained by Chinese authorities

Economic growth: Great for everyone but investors?

Author: Alex Bryan
Date: 01 Nov 2016

By 2050 the world's population is projected to reach 9.7 billion, up from 7.4 billion today

3 ways to stop children adversely impacting your retirement plans

Author: Andrew Zbik
Date: 17 Nov 2016

However, when does helping your children become detrimental to your own retirement plans? The answer is in almost every case because most people are doing it the wrong way.

What you need to know about the pension transfer balance cap

Author: Julie Hartley
Date: 15 Nov 2016

In late September, the government released the second tranche of proposed superannuation changes, which covers the pension transfer balance cap, concessional contribution changes, catch-up concessional contributions and the removal of the earnings tax exemption for transition-to-retirement pensions

Here's a top-rated exposure to Japanese equities

Author: Nicholas Grove
Date: 22 Nov 2016

Morningstar UK fund analyst Kenneth Lamont points out in a recent article that Japan has more to gain or lose from changes to US economic and foreign policy under a Trump presidency than most other countries

A scary number looming over Australian stocks

Author: Martin Conlon
Date: 24 Nov 2016

Sydney Airport (ASX: SYD) surged 89 per cent over the past three calendar years

Prospecting for greater cash returns

Author: Nicki Bourlioufas
Date: 05 Dec 2016

Following Donald Trump's election victory in the US, bond yields finally started rising across the globe after being at record low levels for a long time

Here's why every SMSF member needs an enduring power of attorney

Author: Brian Hor
Date: 19 Dec 2016

You may have seen news coverage earlier in 2016 about the "Women and SMSFs Report," jointly released by the Commonwealth Bank and the SMSF Association, indicating that more than half of SMSF members do not have an up-to-date will or a succession plan

The outlook for ETFs in 2017

Author: Nicki Bourlioufas
Date: 13 Dec 2016

As at the end of October 2016, there were 150 exchange-traded products (ETPs) listed on the Australian Securities Exchange, up from 128 a year earlier

3 questions to ask when setting up an SMSF corporate trustee

Author: Peter Townsend
Date: 16 Dec 2016

There is no obligation on a company to appoint a company secretary

Here are some reasons to consider buying QBE

Author: Nicholas Grove
Date: 07 Dec 2016

Firstly, as Morningstar head of Australian banking research David Ellis points out, the company is set to benefit from the recent surge in long-term bond yields

Santa in a black SUV; Is the Fed's independence challenged?

Author: Peter Warnes
Date: 02 Dec 2016

Did Santa leave his North Pole base a month early? Did he disguise himself in a dark blue suit, a red tie and red baseball cap? Were his eight loyal reindeers replaced by black, window-tinted SUVs? Did he alter his welcoming greeting from "Ho, Ho, Ho" to hand claps and thumbs up? Has his traditional December stock-market rally come a month early? Possibly.

Gold suffers as irrationality Trumps reality

Author: Joe Foster
Date: 20 Dec 2016

All of these strong moves indicate the market is pricing in a rosy scenario in which projected Trump tax cuts, infrastructure spending and regulatory reforms ignite robust economic growth that enables the Federal Reserve to normalise rates

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