Articles from: 5 strategies to prepare for pension assets test changes to The importance of quality
Date: 27 Oct 2016
Over 300,000 Australian retirees are expected to lose their Age Pension from 1 January 2017, with the federal government dramatically lowering the value of assets pensioners can hold before they begin to lose their payments
Date: 31 Jan 2017
These five companies delivered top total return figures among Morningstar's small-cap segment of stocks under coverage in 2016
Date: 28 Jun 2016
"Tech stocks tend to be capital-light businesses--you don't need much capital at all to build a technology business--it's all about people [and not infrastructure or stock]," says Gareth James, a senior equity analyst at Morningstar
Date: 18 Jan 2017
The past Year of the Monkey was a mixed one for investors, with shocks such as Brexit and the US presidential poll keeping markets on edge while the domestic economy weakened
Date: 04 Oct 2016
Australia's mid-cap sector has outperformed large-cap and small-cap stocks over the past 15 years, but despite this strong performance, the mid-cap sector has been largely ignored
Date: 19 Sep 2013
Chinese data continued to surprise in recent weeks
Date: 09 Jun 2015
Whether looking at absolute or relative returns, economic growth figures or delivered earnings growth, many emerging market index statistics over the past few years have made for painful viewing
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
Date: 07 Sep 2016
Whether investing globally--or with a particular regional focus, such as Asia, or sector focus, such as emerging markets (EM)--investors can benefit from taking both a top-down and bottom-up view of portfolio construction
Date: 16 Jun 2016
In a sector where active management often yields results, choosing the right fund can prove rewarding
Date: 15 Nov 2016
In late September, the government released the second tranche of proposed superannuation changes, which covers the pension transfer balance cap, concessional contribution changes, catch-up concessional contributions and the removal of the earnings tax exemption for transition-to-retirement pensions
Date: 10 Jan 2017
"I've never heard of a fund manager not wanting to generate an absolute return--you don't hear of a negative return fund
Date: 08 Apr 2015
Academics and finance professionals sometimes refer to the "risk-free rate of return" as a benchmark
Date: 29 Dec 2016
In the previous article, we spoke about emotions as they are reflected in trends and chart patterns
Date: 01 Aug 2016
The dire predictions about the fate of global markets if the UK voted to leave the European Union remain to be fulfilled
Date: 03 May 2013
Westpac Group (WBC) on Friday announced a 10 per cent year-on-year rise in cash earnings to $3.53 billion for the six months to 31 March 2013.
Date: 28 May 2015
It was a relatively candid Richard Goyder who fronted the recent Australian Shareholders' Association annual conference in early May
Date: 16 Feb 2017
However, Wesfarmers' (ASX: WES) Coles supermarket business is struggling to maintain market share in the face of strong competition from ALDI
Date: 20 Aug 2015
Companies covered in this report: • Wesfarmers (WES)
Date: 17 Mar 2015
One of the many benefits of exchange-traded funds (ETFs) for investors is their tradability
Date: 02 Nov 2016
Two years ago, two price bubbles emerged on the ASX and we progressively positioned the fund against both of them
Date: 27 Sep 2016
Despite support for a belated backflip, more government tinkering with superannuation has left advisers, funds and self-managed super fund (SMSF) trustees struggling to keep pace
Date: 08 Feb 2017
As Donald Trump's presidency nears the 30-day mark, amid persistent uncertainty and volatility in financial markets, an attempt to reverse the Dodd-Frank financial reforms could be next on the already long list of executive orders
Date: 01 Aug 2016
What might investors expect? Firstly, a look at what Treasurer Scott Morrison proposed in his pre-election budget:
Date: 08 Sep 2016
Wilson believes domestic stocks are often taken for granted because Australian companies "are liquid and they are well governed"
Date: 09 Jan 2017
The top four are mining businesses, with the fifth a global steelmaker
Date: 10 Nov 2016
The Australian share market is trading at a premium to historical levels and is not yet in bargain territory, though the telecommunication and healthcare sectors may represent some value, says Morningstar's head of equities research Peter Warnes
Date: 04 Nov 2015
While numerous factors play into whether a country has a dynamic financial market, there's one in particular that stands out
Date: 09 Mar 2016
The banana sundae of a transition-to-retirement pension is to have the earnings of the superannuation interest supporting the pension to be tax-free and to have the pension payments themselves tax-free as well
Date: 11 Feb 2016
"It's quality, rather than quantity, that matters." The quote may sound like a tag line from a 1950's advertisement, but surprisingly it comes from Roman Emperor Nero's tutor and adviser, Lucius Seneca.
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