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Articles from: SMSF establishment rates drop to Santa in a black SUV; Is the Fed's independence challenged?

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

SMSF assets will not need segregating

Author: Doug McBirnie
Date: 23 Jun 2016

But the changes highlight how a self-managed superannuation fund (SMSF) may be well-placed to take advantage of the changes by providing retirees with the ability to plan and manage their tax settings in a single vehicle

Smart beta offers big opportunities in small caps

Author: Arian Neiron
Date: 28 Mar 2017

Investors continue to gravitate towards small-cap companies for growth, particularly as the resources sector continues to recover

Small, mid caps to outperform

Author: Lesley Beath
Date: 11 Mar 2014

Overview

Small caps face unknown in 2016

Author: Nicki Bourlioufas
Date: 15 Feb 2016

Australian small-cap stocks had a good year last year, with the ASX Small Ordinaries Index returning 10.2 per cent, with the hefty gains of Blackmores (BKL) a key example of a large gainer, while the S&P/ASX 200 returned just 2.6 per cent

Sizing up the global economy

Author: Bill Gross
Date: 17 Sep 2015

Size does matter you know

Sit back and wait for the signal

Author: Lesley Beath
Date: 14 Mar 2016

Overview

Silver linings shine in China's risks

Author: AllianceBernstein
Date: 25 May 2016

In our experience, the key to understanding economic and financial events in China lies in analysing how three factors intersect with, and influence, each other

Signs the US recovery is solid

Author: Rick Rieder
Date: 22 Jul 2015

Many market observers lately have been making some pretty pessimistic evaluations of the US economy, declaring that it's stagnating and soft

Show me the money

Author: Bill Gross
Date: 14 Mar 2017

"School days" inexorably continue at the Gross household, not just because of grandchildren, but because of the necessity to teach my own kids the complexities and pitfalls of investing

Should we be wary of selling in May?

Author: Lesley Beath
Date: 06 May 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

Should the AGM be abolished?

Author: Christine St Anne
Date: 10 May 2013

The bulk of questions at Westpac's (WBC) annual general meeting (AGM) last year focused on customer service

Should investors worry about a housing bubble?

Author: Michael Collins
Date: 18 Nov 2013

The UK government is said to be stoking one

Should a portfolio change in retirement?

Author: Christine St Anne
Date: 26 Nov 2014

Demand has strengthened for annuity and allocated pension products, according to joint research from industry association the Financial Services Council (FSC) and investment bank UBS

Short-term risk is high

Author: Lesley Beath
Date: 07 Apr 2014

Overview

Seven Group's profit falls 10pc

Author: Nicholas Grove
Date: 03 Aug 2016

The result beat Morningstar's forecast for a profit of $134 million

Sell signal on All Ords still in place

Author: Lesley Beath
Date: 21 Oct 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

Seeking value in expensive markets

Author: Christine St Anne
Date: 05 Jun 2015

Against a backdrop of benign inflation and accommodative policy settings, the global economy has been ticking along

Seeking high-growth US stocks

Author: Garry Laurence
Date: 28 Sep 2015

In the past month we have seen a healthy global stock-market correction with the US seeing the first 10 per cent plus correction in four years

Seeking high dividends from ETFs

Author: Tim Murphy
Date: 07 May 2014

Investors building income portfolios with listed investments historically have often relied on dividends from blue-chip shares like the major banks and Telstra (TLS) , or in more recent times, have chased the higher yields on offer from hybrid securities, particularly those issued by the major banks

SEEK lifts half-year profit 11pc, dividend 10pc

Author: Nicholas Grove
Date: 21 Feb 2017

The jobs website operator also reiterated guidance for full-year earnings before significant items of $220 million, at the upper end of its previous guidance range of $215 million to $220 million

Secret bond option for grandparents

Author: Austock Life
Date: 09 Feb 2016

Grandparents are increasingly utilising insurance bonds to leave bequests to their grandchildren that are beyond will disputes

Scope for a sharp rally?

Author: Lesley Beath
Date: 03 Jun 2014

Overview

Scentre Group's earnings meet expectations

Author: Nicholas Grove
Date: 21 Feb 2017

The owner of Westfield shopping centres declared a distribution of 21.3 cents per security, up 2 per cent on the previous year, also in line with Morningstar's expectations

Santos' profit just below expectations

Author: Christine St Anne
Date: 20 Feb 2015

Santos Limited (STO) on Friday announced a 6 per cent increase in net profit to $533 million for the year ended 31 December 2014

Santos slides into red on weaker oil

Author: Anthony Fensom
Date: 19 Feb 2016

Santos Limited (STO) has joined its rivals in racking up red ink on the back of falling oil prices

Santos lifts dividend 33pc

Author: Nicholas Grove/Christine St Anne
Date: 22 Aug 2014

Companies covered in this report: • Santos

Santos falls short, NAB's profit up 7pc

Author: Nicholas Grove/Christine St Anne
Date: 21 Feb 2014

Companies covered in this report: • National Australia Bank

Santos ditches dividend as profits plunge US$1.1bn

Author: Glenn Freeman
Date: 19 Aug 2016

The oil and gas exploration company posted an underlying earnings loss of US$5 million for the first half of 2016, down from US$35 million in the same period in 2015

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.

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