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Articles from: Can your SMSF invest in gold? to Protecting SMSFs against elderly financial abuse

Can your SMSF invest in gold?

Author: Eleanor Tjondro
Date: 03 Apr 2017

A recent client enquiry led us to take a closer examination of the types of assets an SMSF can invest in

Reflections on an asset class

Author: Stuart Dear
Date: 21 Apr 2017

The economic data and sentiment indicators--in most parts of the world--continue to suggest a renewed expansion phase for the global economy

Investors turning away from negative ESG screening

Author: Glenn Freeman
Date: 21 Apr 2017

Around 90 per cent of asset managers in the Asia-Pacific region intend to move beyond "negative screening" ESG approaches over the next two years, the study found

Equity markets priced for too much hope, says Gross

Author: Bill Gross
Date: 20 Apr 2017

A recent internet blog posed the predicament of many medium/long-term relationships: At some point couples run out of historical stories or even topical things to say

Far from up against a wall

Author: Tom Stevenson
Date: 18 Apr 2017

During the first three months of the year, contrary to conventional wisdom, the top-performing stock markets have not been in the US, not even in a resurgent Europe, but in the emerging markets

100-day action plan to make America great again

Author: Tom Stevenson
Date: 05 May 2017

It is good to under-promise and over-deliver

Thinking outside the cube

Author: Peter Warnes
Date: 28 Apr 2017

In last week's Overview, I explored the reasons why I believe TPG Telecom (ASX: TPM) decided to become Australia's fourth mobile operator

Treasurer hands down "tax, spend, build" budget

Author: Glenn Freeman
Date: 10 May 2017

Australia's financial services sector, particularly the big four banks, are among the new taxation targets of Budget 2017, with banks holding liabilities of more than $100 billion to be slugged with a new 6-basis-point levy on liabilities

Estate equalisation by courts not so straightforward

Author: Brian Hor
Date: 18 May 2017

In a 2015 court case, a claim by the daughters of the deceased for an equal share of his estate was dismissed

How will the transfer balance cap impact retirement plans?

Author: Accurium
Date: 16 May 2017

The latest updates to Accurium's retirement healthcheck allow you to assess the impact on retirement plans for those affected by the $1.6-million transfer balance cap

History: Will it repeat or rhyme?

Author: Tom Stevenson
Date: 18 May 2017

NASDAQ 1989-1999 Source: Datastream

French election: Sigh of relief for markets as Frexit fears allayed

Author: Glenn Freeman
Date: 09 May 2017

The independent French centrist secured 66 per cent of the vote, against far-right candidate Marine Le Pen's 34 per cent

Patience over exuberance

Author: Stuart Dear
Date: 17 May 2017

Our outlook remains cautious across several dimensions

Chasing sustainable, long-term dividend investments

Author: Morningstar staff
Date: 30 May 2017

Administered by Morningstar Investment Management, the portfolio focuses on companies with competitive advantages, which are trading at prices that offer a margin of safety to estimated intrinsic value

ATO auditors have you in their sights with data matching

Author: Nicki Bourlioufas
Date: 29 May 2017

As we head towards the end of the financial year, many of us will be thinking about some of the big deductions that we can hopefully use to reduce our taxable income

End of financial year 2017: Is your accountant licensed?

Author: Glenn Freeman
Date: 30 May 2017

The changes in the superannuation reform package, announced in the 2016-17 budget, will take effect from 1 July 2017--less than eight weeks from now

An all-star cast of dividend stocks

Author: Morningstar staff
Date: 26 May 2017

A basket of between 15 and 30 income-producing equity holdings, the Morningstar Model Income Equity Portfolio has only minimal turnover of stocks

Time is money for self-directed investors

Author: Glenn Freeman
Date: 05 Jun 2017

A 2016 study conducted by Investment Trends found SMSF trustees spend an average of 8.2 hours per week managing their fund, up from 7.4 hours in 2015

Market Index Performance l May 2017

Author: Morningstar
Date: 05 Jun 2017

Global dividend growth accelerates sharply in 1Q

Author: Janus Henderson Investors
Date: 08 Jun 2017

Global dividends rose to $218.7 billion in the first quarter, expanding at an underlying rate of 5.4 per cent year-on-year, according to the latest Global Dividend Index from Janus Henderson

3 strategic beta ETFs and 5 top tips

Author: Morningstar staff
Date: 16 Jun 2017

Strategic beta exchange-traded product (ETP) funds under management has grown to just under $2.3 billion as at the end of March 2017, up from $250 million in March 2012--five years earlier, according to Morningstar data.

3 lessons for passive investing

Author: John Rekenthaler
Date: 16 Jun 2017

Today, it is commonly recognised that for the major index funds, the advantages of being having lower costs and being fully, consistently invested outweigh the minor imperfections that are introduced by implementing the strategy

Home-owner pensioners worse off under Budget 2017

Author: Glenn Freeman
Date: 25 May 2017

With the stated aim of freeing up family-sized housing stock, Federal Treasury announced a plan to enable downsizers over the age of 65 to make a non-concessional contribution of up to $300,000 into their superannuation fund, from the proceeds of the sale of their principal home

Investing a game in theatre of geopolitics

Author: Glenn Freeman
Date: 24 May 2017

Despite the French election result, which saw the centrist candidate Emmanuel Macron soundly defeat the right-wing populist Marine Le Pen , populism is not going away any time soon, says Thomas Clarke, portfolio manager, dynamic allocation strategies, William Blair

Here's how to access China A-shares ahead of MSCI decision

Author: Arian Neiron
Date: 22 May 2017

MSCI, one of the world's largest index companies, will make a decision in June regarding whether it will include mainland China A-shares in one of its most traded indices

Beware the transfer balance cap trap

Author: Brian Hor
Date: 14 Jun 2017

Strategic estate planning is key to ensuring flexibility in crises

Protecting SMSFs against elderly financial abuse

Author: Anthony Fensom
Date: 23 May 2017

An Australian Law Reform Commission (ALRC) inquiry has drawn attention to the growing issue of elder abuse in society, including in financial matters

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