Not a subscriber ?  Start your complimentary Premium trial now

Articles from: How to defer tax to 5 top total return stocks

How to defer tax

Author: Cate Tripodi, Peter Lee and Anne Graham
Date: 12 Jun 2014

Why is it possible to defer tax? Tripodi : Tax legislation is quite prescriptive about what can and can't be done, but does provide some opportunities to consider, such as bringing forward income or possibly delaying the time income is received.

Estate planning beyond wills

Author: Brian Hor
Date: 18 Nov 2014

These days estate planning means more than just making a will

BHP Billiton misses the mark

Author: Nicholas Grove/Christine St Anne
Date: 20 Aug 2013

BHP Billiton (BHP) on Tuesday announced a net profit of US$10.8 billion for fiscal 2013, down 30 per cent on the prior year

Mermaid more than myth

Author: Nicholas Grove
Date: 27 Jun 2013

Mermaid Marine Australia (MRM) , the biggest provider of marine services to the West Australian oil and gas industry, has seen its share price rise 27.5 per cent over the past three years, and a massive 105 per cent over the past five years

Macquarie posts 49pc rise in profit

Author: Nicholas Grove
Date: 02 May 2014

Macquarie Group (MQG) on Friday announced a 49 per cent rise in net profit to $1.265 billion for the fiscal year ended 31 March 2014, slightly above Morningstar's forecast for a profit of $1.226 billion

Despatches from the currency wars

Author: Satyajit Das
Date: 22 May 2013

With apologies to The Weather Girls, it's now raining yen! Japan has opened a new front in the "currency wars," a term coined by Brazilian Finance Minister Guido Mantega in 2010

Japan and China: The best way forward?

Author: Wharton School
Date: 27 Oct 2014

Sometimes, the best strategy is to just leave things as they are, when the alternative is only to make things worse

Made in the USA again

Author: Dan Crimmins
Date: 01 Oct 2014

The extent of the US manufacturing renaissance is little appreciated

Australian equities: Is there more to come?

Author: Tim Wong
Date: 21 May 2014

Valuations across the Australian market, the seemingly insatiable search for yield and the state of the resources sector were among the main topics discussed by the Australian equity panellists at this year's Morningstar Investment Conference

Peter Warnes' magnificent 7

Author: Christine St Anne
Date: 30 Apr 2014

Subscribers to Huntleys' Your Money Weekly will know that Morningstar head of equities research Peter Warnes is not afraid to tell it how he sees it

Should investors worry about a housing bubble?

Author: Michael Collins
Date: 18 Nov 2013

The UK government is said to be stoking one

Economic update

Author: Donal Curtin
Date: 21 May 2014

To read the latest Economic Update please click here .

James Hardie's 1H profit rises 7pc

Author: Nicholas Grove
Date: 19 Nov 2014

James Hardie Industries (JHX) on Wednesday said its net profit for the half year ended 30 September 2014 fell 20 per cent from the prior corresponding period to US$156.1 million

New one-stop approaches to income and growth

Author: Christine St Anne
Date: 26 Mar 2014

The exchange-traded fund (ETF) industry in Australia currently stands at $9.93 billion - up 12 per cent since the last quarter - and Morningstar expects the industry's healthy growth to continue

5 need-to-know ATO rulings

Author: Christine St Anne
Date: 25 Jul 2014

The Australian Taxation Office (ATO) has issued a number of tax determinations (TDs) over the past six months

BHP to boost shareholder value

Author: Christine St Anne
Date: 30 Aug 2013

As incoming chief of BHP Billiton (BHP) , Andrew MacKenzie's big focus was to simplify the business - with costs a key priority

Ways to beat the 3 per cent inflation rate

Author: Elizabeth Moran
Date: 26 Aug 2014

Not long ago, low inflation and high interest rates meant investors could easily get a good real return just by putting their money in the bank

Economic update

Author: Donal Curtin
Date: 19 Aug 2014

To read the latest Economic Update please click here .

Will Ukraine crisis topple markets?

Author: Emma Wall
Date: 07 Mar 2014

Economists give their view on the impact of Ukraine's problems on the global economy - and how it may affect equity and commodity markets

3 bad reasons to sell a fund

Author: Christine Benz
Date: 08 Oct 2014

The decision about whether to sell a fund is usually not clear-cut, even in hindsight

2 top mid-cap stock picks

Author: Nicholas Grove
Date: 23 Apr 2014

The Ausbil Australian Emerging Leaders Fund [10601] is a concentrated portfolio of mid and small-cap Australian shares that aims to outperform its benchmark over the medium to long term

Income from prisons and pipelines

Author: Christine St Anne
Date: 06 Nov 2013

Income-hungry investors can benefit from funds that invest in a range of infrastructure assets, ranging from toll roads and prisons to gas pipelines

Economic update

Author: Julian Robertson and Donal Curtin
Date: 25 Jul 2013

Themes that ran through May continued into June as world and local equity markets had a difficult month, particularly until 24 June

Going beyond the cost debate in SMSFs

Author: Olivia Long
Date: 31 Oct 2013

There is increasing debate in the industry around what minimum balance should be required in order to make a self-managed superannuation fund (SMSF) effective

Africa outperforms frontier markets

Author: Oliver Bell
Date: 01 May 2014

Structural reforms and strong economic growth are fuelling equity outperformance and attracting increasing investor interest in the Africa and Middle East region

Buffett, cricket and investing

Author: Amay Hattangadi and Swanand Kelkar
Date: 04 Mar 2014

Australian cricketer-turned-commentator Dean Jones once observed that two-thirds of Sachin Tendulkar's game is based around defence

Weather weighs on AGL, Westfield's earnings in line

Author: Nicholas Grove/Christine St Anne
Date: 26 Feb 2014

Companies covered in this report: • AGL Energy

Why emerging markets are rallying

Author: Kerry Craig
Date: 14 Oct 2014

Current accounts, currencies and central banks can go a long way to explaining the underperformance in emerging-market equities since 2011 -- and also their recent rise

Will Russia derail the eurozone recovery?

Author: Nicola Mai
Date: 09 Sep 2014

Geopolitical tensions from Ukraine threaten what is already a weak recovery in its neighbouring European economy

5 top total return stocks

Author: Nicholas Grove
Date: 24 Sep 2013

Over the next five years, Australian-listed regulated utilities are set to offer higher-than-average total returns and a higher starting yield compared to most other income stocks, according to UBS

Advantages of Premium Membership

Your Money Weekly Newsletter

Independent stocks newsletter has been aiding Australian investors for over 30 years.

Independent Fund Analyst Research

For the first time in Australia Morningstar Qualitative Fund Research is directly available to individual investors.

Portfolio X-Ray

Ensure your portfolio is positioned exactly how you want with Morningstar's Portfolio X-Ray. You can discover how much of a stock you really own, individually and through managed funds with Stock Intersection.

Investment Picks

Find greatly undervalued stocks to consider daily. Browse our Fund Analyst Picks to find managed funds that best suit your needs.

Access these features and more when you sign up for Premium Membership.