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Articles from: Estate planning a pull factor for SMSFs to Draghi's bond-buying bluff

Estate planning a pull factor for SMSFs

Author: Katarina Taurian
Date: 07 Jun 2013

The increasing focus on estate planning as one of the benefits of a self-managed super fund (SMSF) is contributing to the popularity of SMSFs broadly, according to Peter Burgess, head of policy and technical at AMP SMSF

CBA posts mega profit, Suncorp pays special dividend

Author: Christine St Anne
Date: 13 Aug 2014

Companies covered in this report: • Commonwealth Bank of Australia

Cyclical outlook for the Americas

Author: PIMCO analysts
Date: 15 Apr 2014

PIMCO's outlook for the US economy in the year ahead has improved slightly from December to a range of 2.5 per cent to 3 per cent growth in real GDP

Amcor result in line, Toll lifts profit

Author: Nicholas Grove
Date: 19 Aug 2014

Companies covered in this report: • Amcor

Rebalancing appears to be broadening

Author: Paul Bloxham
Date: 28 Oct 2013

Australia's economic growth is showing more signs of rebalancing

5 steps to protect your retirement

Author: Chris Hogan
Date: 03 Feb 2014

Sequencing risk is the risk of receiving a series of poor investment returns at the wrong time, such as when an investment portfolio balance is at its highest level

Implications under the new ATO penalties

Author: Aaron Dunn
Date: 21 Mar 2014

He will be speaking at the Morningstar SMSF Trustee Strategy Day in April

Cash flow: A critical measure

Author: Karl Siegling
Date: 17 Sep 2014

In our seven preceding articles for Morningstar, we have discussed the psychology of the market, as well as a number of fundamental measures commonly used by the investment industry

Small, mid caps to outperform

Author: Lesley Beath
Date: 11 Mar 2014


A closer look at infrastructure

Author: Owen Holdaway
Date: 24 May 2013

How did the fund get started? I have been with Goldman Sachs for about 10 years now, running this fund for about seven

How to play the resources sector

Author: Christine St Anne
Date: 10 Oct 2013

Chicago-based Morningstar equity strategist Daniel Rohr gave a presentation on the commodity outlook to local analysts this week

Dividend washing hung out to dry

Author: Aaron Dunn
Date: 21 Jan 2014

Double franking credits from dividends in listed Australian companies sound to go to be true? Well, that's certainly what the Australian Taxation Office (ATO) now thinks, having issued draft tax determination, TD 2014/D1 , which considers the application of Part IVA to such dividend-washing schemes

Is economic growth a question of culture?

Author: Kellogg School of Management
Date: 25 Sep 2014

As some countries' economies churn steadily -- even briskly -- over time, others' remain stagnant

Myer records fall in profit, dividend

Author: Nicholas Grove
Date: 12 Sep 2013

Myer Holdings Limited (MYR) has recorded an 8.7 per cent fall in profit for the fiscal year to 27 July 2013 to $127 million, short of Morningstar's expectations for a profit of $144.8 million

6 top Chinese reforms to watch

Author: Michelle Gibley
Date: 16 Jan 2014

In November, China's leaders announced a comprehensive plan to overhaul China's economy by 2020

SMSF establishment rates drop

Author: Katarina Taurian
Date: 28 May 2013

Establishments of self-managed super funds (SMSFs) have decreased significantly, according to the Australian Taxation Office's (ATO) Self-Managed Super Fund Statistical Report for March 2013, but the SMSF Professionals' Association of Australia (SPAA) is not concerned by the data

Wesfarmers gives investors $1.1bn bonus

Author: Nicholas Grove/Christine St Anne
Date: 20 Aug 2014

Companies covered in this report: • Wesfarmers

4 market lessons from a top investor

Author: Christine St Anne
Date: 07 Nov 2014

As a young man, Anton Tagliaferro came from Malta to Australia during the boom of the 1980s

Suncorp pleases with dividend increase

Author: Nicholas Grove
Date: 19 Feb 2014

Companies covered in this report: • Suncorp Group

Winners and losers in a policy maelstrom

Author: Andrew Fleming
Date: 19 Aug 2013

We wanted to change tack

Look beneath the surface

Author: Lesley Beath
Date: 05 Aug 2014


Understanding the Morningstar Style Box

Author: Phillip Gray
Date: 19 Sep 2013

Morningstar pioneered understanding of share funds' market-cap and investment style characteristics through the creation of the nine-square Style Box

ANZ dividend up 11pc, to lift payout ratio

Author: Nicholas Grove
Date: 30 Apr 2013

Australian and New Zealand Banking Group (ANZ) on Tuesday announced half-year cash earnings of $3.2 billion, exceeding Morningstar's expectations for a figure of around $3.1 billion and up 10 per cent on the same half in the prior year

Is investing in Grange good for your SMSF?

Author: Aaron Dunn
Date: 08 May 2013

The recent release of the 2008 Penfolds Grange is being regarded as one of the best ever

Gold bounces, low may be near

Author: Lesley Beath
Date: 15 Jul 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

Spending strategy crucial in retirement

Author: Christine St Anne
Date: 05 Dec 2014

To have champagne taste on a beer budget is a well-known idiom

Investing in interesting times

Author: Marcus Burns
Date: 29 Aug 2013

When someone, purported to be Chinese, said "May you live in interesting times," they were clearly referring to the current investment climate faced by Australian small-cap managers

How possible is a short-term bounce?

Author: Lesley Beath
Date: 17 Dec 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

Cochlear profit meets guidance

Author: Nicholas Grove
Date: 06 Aug 2013

Hearing aid maker Cochlear (COH) on Tuesday announced a profit of $132.6 million for the 2013 fiscal year, in line with guidance provided by the company back in June

Draghi's bond-buying bluff

Author: Michael Collins
Date: 02 Sep 2013

Capitalist banking systems are built on the confidence trick that people can get their money back at any time

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