Articles from: Self-managed super as attractive now as ever to How managed funds can smooth your SMSF risk exposure
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
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.
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
Date: 16 May 2016
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
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
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
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
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
Date: 18 Sep 2015
The recent share-market turmoil has highlighted that equities are a risky investment
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
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
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
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
Date: 09 Dec 2014
Date: 25 Aug 2015
Companies covered in this report: • Oil Search (OSH)
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
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
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
Date: 22 Jan 2016
Date: 06 Jan 2014
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)
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
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)
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
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
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
Date: 30 Dec 2016
I have a friend who always says to people that I am "right-brained"
Date: 28 Oct 2016
As Australia's population ages, more of us will pass away due to dementia
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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