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Articles from: Self-managed super as attractive now as ever to How managed funds can smooth your SMSF risk exposure

Self-managed super as attractive now as ever

Author: Glenn Freeman
Date: 29 Nov 2016

If you have a superannuation balance of $200,000--or a realistic expectation of reaching this amount within a few years--it still makes sense to establish a self-managed super fund (SMSF), according to Graeme Colley, executive manager, SMSF technical and private wealth, SuperConcepts

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.

Rocky start to 2016

Author: Greg Meier
Date: 27 Apr 2016

Equities whipsawed from bear market to bull run last quarter as global recession fears collided with an increasingly dovish policy stance at the US Federal Reserve

Risk has increased markedly

Author: Lesley Beath
Date: 16 May 2016

Overview

Retail props up Wesfarmers' profit

Author: Anthony Fensom
Date: 24 Feb 2016

A strong performance at the checkout helped Wesfarmers Limited (WES) lift profits in the December half, offsetting weaker earnings in its industrials and resources divisions

Relapse in iron ore rally inevitable

Author: Nicki Bourlioufas
Date: 06 May 2016

While the iron ore price has bounced back in recent times there is still more pain to come for the smaller iron ore miners, who still face burgeoning supply and an ongoing focus on cost reduction, which will push some out of the higher-cost producers out of the industry

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

Ramsay upgrades guidance on healthy profits

Author: Anthony Fensom
Date: 26 Feb 2016

Ramsay Health Care (RHC) upgraded its profit guidance on Thursday as it unveiled a healthy earnings result for the December half

QBE's 1H cash profit falls but dividend increases

Author: Nicholas Grove
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

Putting trust in listed property

Author: Nicki Bourlioufas
Date: 18 Sep 2015

The recent share-market turmoil has highlighted that equities are a risky investment

Policymakers ponder "helicopter money"

Author: Michael Collins
Date: 27 Jun 2016

In Denmark, where interest rates have been negative the longest, businesses and consumers are saving more than they did before 2012

PIMCO's forecast for stocks and bonds

Author: Holly Cook
Date: 25 May 2015

"There's no recession on the horizon," said bond giant PIMCO's Mihir Worah at the recent Morningstar Investment Conference in the UK, referring to the developed economies and other major economies including India and China

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

Overcoming contribution cap confusion

Author: Kathy Evans
Date: 15 Sep 2015

The last change in superannuation contribution caps came into effect more than a year ago, on 1 July 2014 to be precise

Outlook shows signs of improvement

Author: Lesley Beath
Date: 09 Dec 2014

Overview

Oil Search, Amcor lift profits

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

Companies covered in this report: • Oil Search (OSH)

Oil at US$70 a barrel?

Author: Stephen Simko
Date: 23 Sep 2015

Although we continue to believe that crude oil prices are well below the levels required to encourage sufficient investment to meet demand beyond 2017, we are reducing our long-term oil price outlook by US$5 per barrel to US$70 Brent and US$64 West Texas Intermediate, to reflect bearish developments in recent quarters in the outlook for low-cost supply and industrywide cost deflation

Morningstar's new income stock pick

Author: Christine St Anne
Date: 19 Nov 2014

Despite the September market sell-off that saw Australia's banks and Telstra (TLS) belted by overseas investors, the Morningstar Income Portfolio performed quite nicely

Market's margin of safety vaporises in Trump euphoria

Author: Peter Warnes
Date: 25 Nov 2016

As US markets surge to new peaks on Trump euphoria, not all are convinced the path ahead will be without a pothole or two

Market Index Performance l December 2015

Author: Morningstar
Date: 22 Jan 2016

Market Index Performance | December 2013

Author: Morningstar
Date: 06 Jan 2014

LICs facing stiff competition

Author: Nicki Bourlioufas
Date: 12 Apr 2016

Some listed investment companies (LICs) can offer the best of both worlds--lower costs compared to traditional managed funds while at the same time being actively managed, offering the potential to outperform benchmark indices and rival exchange-traded funds (ETFs)

Japan and China: The best way forward?

Author: Wharton School
Date: 27 Oct 2014

Sometimes, the best strategy is to just leave things as they are, when the alternative is only to make things worse

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)

Is there still value in AREITs?

Author: Christine St Anne
Date: 26 Jun 2013

This time last year, Ibbotson Associations (a Morningstar company), published an upbeat assessment of the Australian real estate investment trust (AREIT) sector

Is now a good time to consider boosting your emerging market exposure?

Author: Glenn Freeman
Date: 07 Sep 2016

When deciding whether or not to dip into emerging market funds, timing actually means very little, according to Jeff Johnson, head of investment strategy at index fund manager Vanguard

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 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"

How to guard yourself financially against dementia

Author: Nicki Bourlioufas
Date: 28 Oct 2016

As Australia's population ages, more of us will pass away due to dementia

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

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