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Articles from: Income Portfolio ends on a high to How much upside is left?

Income Portfolio ends on a high

Author: Christine St Anne
Date: 22 Jan 2014

Subscribers who followed Morningstar's model Income Portfolio would have outperformed the market in 2013

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

In Australia, play the hand you are dealt

Author: Robert Mead
Date: 24 May 2016

As interest rates continue to fall in Australia, investors may want to take their cue from the Reserve Bank of Australia (RBA)

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

Implications under the new ATO penalties

Author: Aaron Dunn
Date: 21 Mar 2014

He will be speaking at the Morningstar SMSF Trustee Strategy Day in April

Imperfectly perfect

Author: Matthew Booker
Date: 01 Dec 2015

In the movie The Last Samurai , Katsumoto sought the perfect cherry blossom

Iluka shares fall after $20.9m net loss

Author: Nicholas Grove
Date: 25 Aug 2016

Shares of Iluka Resources (ASX: ILU) were nearly 7 per cent lower at midday on Thursday, after the mineral sands miner reported a net loss of $20.9 million for the half year to 30 June 2016

Identifying the right trustee structure

Author: Kathy Evans
Date: 27 Oct 2015

When setting up a self-managed superannuation fund (SMSF), members/trustees have the choice of having their fund set up with a corporate trustee or utilising an individual trustee structure

Identifying golden stock picks

Author: Nicki Bourlioufas
Date: 04 Sep 2015

The recent sell-off in share prices highlights an important point for investors -- prices can vary widely and it's all part of the ride, and the opportunity to buy at lower prices shouldn't be ignored by investors who are keen to build their portfolios

IAG's cash profit falls 12.2pc, announces $300m buyback

Author: Nicholas Grove
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

Human emotion and the markets

Author: Lesley Beath
Date: 14 Jun 2016

With the rise of self-managed super funds in recent times, more and more individuals are taking control of their retirement funds

Human emotion and the markets

Author: Lesley Beath
Date: 28 Dec 2016

With the rise of self-managed super funds in recent times, more and more individuals are taking control of their retirement funds

Human ego: A cruel and financially crippling master

Author: Lesley Beath
Date: 28 Jun 2016

She refers to herself as "left-brained"--better at the finer detail (in her words)

Human ego: A cruel and financially crippling master

Author: Lesley Beath
Date: 30 Dec 2016

I have a friend who always says to people that I am "right-brained"

HSBC finds managers still positive about equities

Author: Owen Holdaway
Date: 03 May 2013

An HSBC survey of fund managers has found that a majority remained positive about equities into the second quarter of this year

How will the transfer balance cap impact retirement plans?

Author: Accurium
Date: 16 May 2017

The latest updates to Accurium's retirement healthcheck allow you to assess the impact on retirement plans for those affected by the $1.6-million transfer balance cap

How useful is fundamental analysis?

Author: Karl Siegling
Date: 17 Dec 2013

After having written three articles on the behaviour and psychology of the market and stock investing, let's turn to some of the traditional tools used by investors in assessing equity investments

How to play the resources sector

Author: Christine St Anne
Date: 10 Oct 2013

Chicago-based Morningstar equity strategist Daniel Rohr gave a presentation on the commodity outlook to local analysts this week

How to obtain specific SMSF guidance from the ATO

Author: Melanie Dunn
Date: 07 Jan 2016

A trustee can apply for guidance from the Australian Tax Office (ATO) when there is uncertainty about how the law applies to a self-managed superannuation fund, in relation to a specific circumstance

How to make retirement savings last

Author: Vicky Kuok
Date: 04 Jan 2016

This article discusses generally how you can plan ahead for retirement with risk management and cash-flow management to make your retirement savings last

How to inflation-adjust your retirement withdrawals

Author: Christine Benz
Date: 09 Dec 2015

It's challenging enough for today's retirees and pre-retirees who are being forced to fend for themselves without the benefit of pensions, in an ultralow interest-rate environment to boot

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.

How to benefit from emerging markets

Author: Nimalan Govender
Date: 22 May 2014

Why should investors consider investing in emerging market equities? Some investors argue that Australia is over-exposed to emerging markets because of its expanded trade with China and its resource-intensive export sector.

How to be financially healthy

Author: Larry Light
Date: 21 May 2015

Paul Sullivan had a rough early life: a threadbare home, divorced parents, a lousy school and few prospects

How to be financially healthy

Author: Larry Light
Date: 21 May 2015

Paul Sullivan had a rough early life: a threadbare home, divorced parents, a lousy school and few prospects

How to avoid a bad stock

Author: Christine St Anne
Date: 24 Jun 2014

The book Boganaire : The Rise and Fall of Nathan Tinkler gives a detailed account of the spectacular fortune a mining entrepreneur achieved through a number of successful speculative mining deals

How to avoid a bad stock

Author: Christine St Anne
Date: 06 Feb 2014

The book Boganaire : The Rise and Fall of Nathan Tinkler gives a detailed account of the spectacular fortune a mining entrepreneur achieved through a number of successful speculative mining deals

How the next US president can impact ordinary investors

Author: Aron Szapiro
Date: 07 Nov 2016

While the next president may not find enough Congressional cooperation to tackle major initiatives such as tax reform or adjusting entitlement programs, there are many actions the president can take on his or her own, and many of these will affect ordinary investors

How possible is a short-term bounce?

Author: Lesley Beath
Date: 17 Dec 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

How much upside is left?

Author: Lesley Beath
Date: 03 Mar 2015

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