Articles from: Risk has increased markedly to 2 top small caps for fiscal 2015
Date: 16 May 2016
Date: 29 Jan 2016
Emerging-market volatility, penny-pinching by consumers and governments, tightening regulations and digital disruption are key global trends affecting companies in 2016, according to the Economist Intelligence Unit (EIU)
Date: 27 Jun 2016
The article, published in The Sydney Morning Herald print and online editions, highlighted particular concerns around SMSF trustees with balances of less than $200,000
Date: 25 Jan 2016
Stock markets worldwide have been in freefall in 2016, with China taking much of the blame amid fears of a "hard landing" in the world's second-largest economy
Date: 02 Oct 2015
With a lower Australian dollar making Australian equities cheaper and political change at the very top, discussion is turning to which sectors of the Australian stock market would house the most likely takeover targets
Date: 20 Jun 2016
Here are just a few key tax considerations to be aware of to help you and your self-managed superannuation fund make the most of available tax deductions and concessions
Date: 19 Jul 2016
As usual we will start with the US equity market
Date: 19 Aug 2016
Insurance Australia Group (ASX: IAG) on Friday announced a 12.2 per cent fall in fiscal 2016 cash profit before one-off items to $987 million, ahead of consensus but in line with Morningstar's forecast
Date: 20 Jul 2016
"In our view, the business, economic, political and operational concerns impacting banks are not as bad as the market fears," says David Ellis, a senior banks analyst at Morningstar
Date: 22 Aug 2016
Iron ore miner Fortescue Metals Group (ASX: FMG) has posted a profit surge in the full year to 30 June after successfully slashing costs to offset lower prices, with its results beating analyst expectations
Date: 12 Feb 2016
Mining giant Rio Tinto Limited (RIO) has confirmed investors' fears by officially scrapping its progressive dividend policy, after a collapse in commodity prices cut profits in half for fiscal 2015
Date: 13 Mar 2014
The fifth annual Morningstar SMSF Trustee Strategy Day will provide practical strategies for avoiding common traps in managing your SMSF
Date: 17 Aug 2016
QBE Insurance (ASX: QBE) on Wednesday announced a 39 per cent fall in cash profit to US$287 million for the half year ended 30 June 2016, but managed to raise its dividend by 5 per cent as strong cash generation offset the effects of challenging economic conditions
Date: 02 Aug 2016
Operating cash flows before interest and tax stood at $274.7 million for fiscal 2016
Date: 14 Jan 2014
Unsurprisingly, in a revenue-constrained economy with a persistent government fiscal deficit, the Australian Taxation Office (ATO) plans to conduct more tax compliance reviews and audits this year
Date: 02 Apr 2015
The bucket strategy for retirement income appears to be a model of simplicity, at least on the surface
Date: 05 Dec 2016
Since the outcome of the US election, equity markets have rebounded surprisingly quickly from an initial fall
Date: 03 May 2016
The Australian initial public offerings (IPOs) market is delivering a robust performance, with returns from companies listing on the Australian Securities Exchange (ASX) striking 1.3 per cent over the first quarter
Date: 12 Jul 2016
So, which asset classes might perform better in the new financial year? Small was beautiful in the year to 30 June, with the S&P/ASX 200 Index posting its first fall in four years, dropping by 4.1 per cent to finish at 5,233.
Date: 07 Nov 2016
Westpac Group (ASX: WBC) on Monday reported an underlying cash profit of $7.822 billion for fiscal 2016, unchanged on the previous year and in line with consensus expectations
Date: 17 Sep 2014
It was only a couple of years ago when the collapse of the Trio Capital left 6,000 people without their superannuation savings
Date: 20 Jan 2014
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
Date: 04 Dec 2014
In his 1994 letter to Berkshire Hathaway shareholders, Warren Buffett noted that: "Over time, the skill with which a company's managers allocate capital has an enormous impact on the enterprise's value." We couldn't agree more
Date: 27 Sep 2013
Australian listed investment companies (LICs) stand alongside the big banks and Telstra (TLS) when it comes to delivering stellar income returns for investors
Date: 01 May 2014
Australian and New Zealand Banking Group (ANZ) on Thursday announced an 11 per cent rise in cash earnings -- a preferred measure of underlying performance among the big banks -- to $3.5 billion for the half year ended 31 March 2014
Date: 11 Aug 2014
Click here to download the Market Index Returns table for July 2014.
Date: 14 Aug 2014
Goodman Group (GMG) on Thursday announced a 10 per cent increase in full-year operating profit to $601 million
Date: 02 Jun 2014
Former Reserve Bank of Australia (RBA) governor Ian Macfarlane gave his insights into the changing role of central banks across the globe at the opening session of the 2014 Morningstar Investment Conference and went on to detail some of the major macroeconomic issues facing the world today
Date: 06 Jun 2014
1) Take advantage of income splitting Couples should consider making investments in the name of the lower-earning spouse to minimise the tax payable on income distributions and capital gains, although this may not be the best approach for negatively geared investments.
Date: 17 Jun 2014
As the end of the 2014 financial year fast approaches, an look at the Australian small-cap space can reveal a number of interesting companies that not only have attractive earnings prospects heading into fiscal 2015 and beyond, but which are reasonably priced relative to the market
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