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Articles from: Battle of the giants to Are oil stocks attractively priced?

Battle of the giants

Author: Julie Hartley
Date: 31 Mar 2016

Binding death benefit nominations and reversionary pensions are two means available to members of a self-managed superannuation fund (SMSF) to select who is to receive their death benefit

Bank of England deploys aggressive policy arsenal

Author: Mike Amey
Date: 05 Aug 2016

With its first policy move in four years and first interest-rate move in seven years, the Bank of England's Monetary Policy Committee has very much embraced the view that if you decide to ease, then be aggressive

Awakening Japan

Author: Yu Zhang
Date: 09 Oct 2014

More than a year and a half has passed since Japan unveiled "Abenomics," its aggressive reflationary policy aimed at reinvigorating its stalled domestic economy

Avoiding the bequest trap

Author: Austock Life
Date: 02 Feb 2016

An often overlooked investment can give parents in blended families the certainty that their nominated beneficiaries will receive their bequest without challenges from disgruntled family members

Avoiding a super fraud

Author: Christine St Anne
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

Australian wealth jumps, property holdings huge

Author: Nicki Bourlioufas
Date: 07 Apr 2016

Australian wealth topped fresh levels in the December 2015 quarter, but with most wealth held in property, a property correction combined with higher interest rates could hit households hard

Australian wealth drops, lower rates to have mixed impact

Author: Nicki Bourlioufas
Date: 13 Jul 2016

As at the end of the March quarter 2016, Australian household net worth fell to $8.64 trillion, down from $8.65 trillion in the December 2015 quarter, according to new data from the Australian Bureau of Statistics (ABS)

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

Australia's ETF market on stellar run

Author: Arian Neiron
Date: 06 Aug 2014

Australia's exchange-traded products (ETPs) industry is quickly evolving into a sophisticated market for investment products

Australia's ETF boom to continue

Author: Anthony Fensom
Date: 04 May 2016

The boom in Australia's exchange-traded fund (ETF) industry is here to stay, bringing increased choice and lower costs to investors, according to Morningstar research analyst Alex Prineas

Australia's economic turnaround

Author: Michael Collins
Date: 10 Apr 2014

Australia's economy has grown for more than 22 years without interruption

Aussie share ownership declines

Author: Staff reporter
Date: 23 May 2013

The Australian Securities Exchange (ASX) has released findings of The Australian Share Ownership Study, indicating there has been a decline in total share ownership despite ownership in Australia remaining high by international standards

Aussie equities to tread water

Author: Donal Curtin
Date: 01 Jul 2014

Aurizon ups profit, payout ratio

Author: Nicholas Grove
Date: 19 Aug 2013

Aurizon Holdings' (AZJ) underlying net profit for fiscal 2013 rose 16 per cent on the previous year to $487 million, the rail freight company said on Monday

ATO's LRBA guidelines: A safe harbour?

Author: Michael Hallinan
Date: 12 Apr 2016

The Australian Taxation Office (ATO) has issued its Practical Compliance Guidelines as to what constitutes a "safe harbour" for related party limited recourse borrowing arrangement (LRBAs)

ATO releases superannuation thresholds

Author: SUPERCentral
Date: 20 Apr 2016

The good news is that two thresholds have increased

ATO highlights common SMSF traps

Author: Christine St Anne
Date: 06 Aug 2015

The penalty regime for self-managed superannuation funds (SMSFs) under the Australian Taxation Office (ATO) has been in place for a year

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

ASX takes hit after Brits vote to Leave

Author: Nicholas Grove
Date: 24 Jun 2016

According to ABC News, results were showing a 4 per cent margin for the Leave camp, 52 per cent to 48

ASX stocks to watch post-Brexit

Author: Nicholas Grove
Date: 27 Jun 2016

Mike Amey, head of sterling portfolio management at PIMCO, said the shock of the vote will dominate initial market moves and will "clearly provide risks for the medium term"

ASX and Origin in line, IAG strong

Author: Christine St Anne/Nicholas Grove
Date: 22 Aug 2013

Companies covered in this report: • ASX Limited (ASX)

Assets SMSFs are looking to buy

Author: Christine St Anne
Date: 30 Jul 2015

Low interest rates are driving self-managed superannuation fund (SMSF) trustees to reallocate their assets, with the proportion of cash in portfolios falling, a study by the SMSF Association has found

Assessing the exposure to Brexit

Author: Andrew Miles
Date: 30 Jun 2016

The "Leave" campaign successfully won with a majority of 51.9 per cent compared with the 48.1 per cent of the "Remain" campaign

Asian equities shrug off Trumponomics

Author: Anthony Fensom
Date: 15 Mar 2017

Asian stocks have enjoyed a positive start to 2017, and could be set for more gains despite rising US interest rates and the threat of geopolitical instability

Asia: Breathing room and bright spots

Author: Mark Jason and Steve Cao
Date: 25 Nov 2013

China is entering a multi-year period of slower growth, but we consider its future growth robust and sustainable when compared with overall global GDP growth

Asia: a political safe-haven?

Author: Teera Chanpongsang
Date: 21 Mar 2017

As a long-term investor in Asian equities, I have seen first-hand how policies can influence both capital markets and economies

Asia valuations cheap relative to western markets

Author: Fidelity International
Date: 05 Jan 2017

2016 was an eventful year for Asia as markets were once more subject to the vagaries of shifting opinions.

Are we living in a "Truman Show" reality?

Author: Marcus Burns
Date: 03 Sep 2014

Even ugly ducklings can grow up to be swans some day and we have started to observe a number of fallen stocks recover and perform well this year, as either management teams change (APN News and Media) or new owners perceive value where the stock market didn't (Wotif.com Holdings)

Are we in a housing bubble?

Author: Christine St Anne
Date: 16 Oct 2014

Hands up those people who watched the season finale of The Block ? For those who are not aficionados of popular culture, The Block is a reality show about five couples who are tasked with transforming a dilapidated block of units into stunning, liveable apartments.

Are oil stocks attractively priced?

Author: Matthew Coffina
Date: 22 Jan 2015

Energy stocks are down by nearly 25 per cent over the past three months to December 2014 and there are now 37 energy companies carrying Morningstar's five-star rating, meaning they are significantly undervalued

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