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Articles from: Woolworths posts $1.2bn loss, cuts dividend to Here's why SMSF asset allocations need to change

Woolworths posts $1.2bn loss, cuts dividend

Author: Nicholas Grove
Date: 25 Aug 2016

Woolworths' (ASX: WOW) net profit from ongoing operations and before one-off items for fiscal 2016 fell 39.2 per cent to $1.558 billion, following a year of "unprecedented change" for the retail giant

Why this could be the calm before the US market storm

Author: Lesley Beath
Date: 29 Aug 2016

It was another week of quiet action in the US equity market

Where to shop for top retail stocks

Author: Anthony Fensom
Date: 27 Nov 2015

A slowing economy, mixed consumer and business confidence, and a weakening currency have all put pressure on the Aussie retail sector

When size doesn't matter: small caps beat larger rivals

Author: Anthony Fensom
Date: 16 Jun 2016

In a sector where active management often yields results, choosing the right fund can prove rewarding

What is good, what is great?

Author: Amit Lodha
Date: 16 May 2016

In the Formula One car race just held in Melbourne the difference between first and fifth place was 59 seconds

Westfield results in line, APA lifts guidance

Author: Nicholas Grove/Christine St Anne
Date: 25 Feb 2015

Companies covered in this report: • Westfield Group (WFD)

Utilities trading in overvalued territory

Author: Nicki Bourlioufas
Date: 22 Aug 2016

Utilities, like many infrastructure businesses, have long been a favourite among investors for regularly paying dividends and being considered relatively safe, or defensive, investments

Two bubbles

Author: Andrew Fleming
Date: 02 Nov 2016

Two years ago, two price bubbles emerged on the ASX and we progressively positioned the fund against both of them

Turnbull's growth challenge

Author: Christine St Anne
Date: 17 Sep 2015

The newly installed Prime Minister Malcolm Turnbull was among the key topics of discussion at a media event held with a number of fund managers this week

Troubled times for super

Author: Anthony Fensom
Date: 01 Aug 2016

What might investors expect? Firstly, a look at what Treasurer Scott Morrison proposed in his pre-election budget:

Top stock picks for fiscal 2016

Author: Anthony Fensom
Date: 24 Jul 2015

Plunging oil prices helped Qantas Airways (QAN) fly away with the prize for the top ASX 200 stock for fiscal 2015

Telstra, dividends and growth

Author: Christine St Anne
Date: 29 Oct 2014

"Putting investors first" was the opening theme at last week's Morningstar Individual Investor Conference

Tabcorp gambles on digital

Author: Anthony Fensom
Date: 04 Aug 2016

The Melbourne-based company's net profit after tax (NPAT) for the full year dropped by 49 per cent to $169.7 million, although the previous year's result reflected a favourable tax payment

Sunshine, lollipops and ...

Author: Bill Gross
Date: 14 Mar 2016

Our sun--a rather tiny star in the galactic scheme of things--seems inexhaustible

Stockland hands down solid FY16 result

Author: Glenn Freeman
Date: 17 Aug 2016

Property conglomerate Stockland Group (ASX: SGP) on Wednesday reported underlying earnings of $660 million for fiscal 2016, up 8.5 per cent on fiscal 2015

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

Rio Tinto cuts costs to get ahead

Author: Anthony Fensom
Date: 04 Aug 2016

The Anglo-Australian mining giant announced net earnings of US$1.7 billion (A$2.2 billion), up 113 per cent compared to the previous first half, although underlying earnings were down 47 per cent to US$1.6 billion, the lowest since 2004

Reality bites as BHP ditches progressive dividend

Author: Anthony Fensom
Date: 24 Feb 2016

BHP Billiton (BHP) accepted financial reality on Tuesday by axing its progressive dividend policy and culling its senior executive team after racking up a US$5.7-billion half-year net loss

Perennial sees upside ahead for LICs and value investors

Author: Glenn Freeman
Date: 15 Sep 2016

"The single biggest change in the 16 years we've been running Perennial is the rise of the SMSFs," Murray says

NAB's cash profit meets forecasts, dividend steady

Author: Nicholas Grove
Date: 27 Oct 2016

National Australia Bank's (ASX: NAB) fiscal 2016 cash profit--a preferred measure of underlying performance among the big four Australian banks which strips out one-off items--rose 4.2 per cent to $6.48 billion

Medical breakthrough underpins this stock's value

Author: Glenn Freeman
Date: 27 Jul 2016

This Australian wholesaler of a ground-breaking Hepatitis C cure will benefit from the Turnbull government's $1-billion commitment to eradicating the disease over five years

Markets seem too quiet for comfort

Author: Lesley Beath
Date: 24 Oct 2016

Most people don't really like change, preferring the status quo; for the purpose of writing this weekly report, some change would be welcome

Japan's ageing population: Economic drag or opportunity?

Author: Emma Wall
Date: 11 Dec 2015

Japan's population is ageing--faster than any other country in the world

Italy braces for referendum that risks Brexit-style consequences

Author: Michael Collins
Date: 22 Nov 2016

Italy's populist forces scored their biggest success so far in 2016 when candidates for the Five Star Movement were elected mayors of Rome and Turin in June

Is your self-managed super fund at risk?

Author: Glenn Freeman
Date: 07 Jun 2016

From 1 July, the Australian Securities and Investments Commission (ASIC) requires all accountants providing SMSF advice to hold either a full or limited Australian financial services license (AFSL)

Index investing triumphs over active managers

Author: Arian Neiron
Date: 07 Nov 2016

Most Australian active funds were outperformed by their respective benchmark over one, three and five-year periods, according to the latest S&P Dow Jones SPIVA Australia Scorecard

Improving outlook for transitioning economy

Author: Randal Jenneke
Date: 20 Jan 2016

While many people view the Australian economy as being dominated by resources and commodity prices, in reality, this is not actually the case

Hyperion wins Morningstar Australian Fund Manager of the Year Award

Author: Morningstar
Date: 07 Mar 2016

In announcing the winners of the Australian Morningstar Awards 2016, Morningstar Australasia director of manager research ratings, Tom Whitelaw, said Hyperion "deserved applause for its unwavering commitment to thorough bottom-up research and commitment to maintaining its disciplined investment style through the trials and tribulations of the investment cycle"

How managed funds can smooth your SMSF risk exposure

Author: Glenn Freeman
Date: 29 Jul 2016

"If you look at SMSFs, most of them over the last few years have underperformed--when you look at the risk and return, these SMSFs have got almost double the risk of a diversified growth managed fund," says Robin Bowerman, head of market strategy and communications, Vanguard Australia

Here's why SMSF asset allocations need to change

Author: David Wanis
Date: 29 Sep 2016

As part of our team discussions around how investors can achieve the best outcomes from their portfolios, Schroders recently conducted some analysis of ATO data on SMSF portfolios--looking in particular at asset allocations

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