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Articles from: Quantifying the impact of assets test changes on your retirement to Financials, healthcare sectors to watch while bond proxies will suffer

Quantifying the impact of assets test changes on your retirement

Author: Accurium
Date: 10 Jan 2017

It is also important for all retirees to review their spending plans in light of how these changes impact their retirement over the longer term

Why ANZ's sale of SRCB stake makes sense

Author: Nicholas Grove
Date: 04 Jan 2017

On Tuesday, the bank announced it had agreed to sell its 20 per cent stake in SRCB to China COSCO Shipping Corporation Limited and Shanghai Sino-Poland Enterprise Management Development Corporation Limited for $1.8 billion

How fake news can warp financial markets

Author: Glenn Freeman
Date: 29 Dec 2016

The cacophony of "noise" that distracts investors and threatens to veer them off course has been acknowledged for some time--a by-product of the information age and digital era in which we now live .

What to do and what to avoid 10 years from retirement

Author: Andrew Zbik
Date: 21 Dec 2016

The average superannuation balance for Australians aged 45-54 is $151,500 for males and $90,800 for females

How SMSFs should plan for $1.6m pension cap

Author: Accurium
Date: 06 Jan 2017

Much has been written about the government's superannuation changes, in particular the $1.6-million cap on the transfer into the tax-free retirement phase

Which animal is the best investor?

Author: Lesley Beath
Date: 03 Jan 2017

Animal spirits are alive and well in the stock market

Australian wealth hits fresh highs

Author: Nicki Bourlioufas
Date: 06 Jan 2017

Australian wealth topped fresh levels in the September 2016 quarter, with most wealth held in property, but a rise in the share market also helped to propel household net wealth higher

7 funds to consider in 2017

Author: Glenn Freeman
Date: 21 Dec 2016

Earlier this week, Morningstar Australasia released its latest list of fund prospects

Can your SMSF buy your business?

Author: Michael Hallinan
Date: 23 Dec 2016

"I am the sole director of my private trading company and I also own the premises from which my business is being run

Housing looms as a risk for Australia, says AB

Author: AllianceBernstein
Date: 04 Jan 2017

Incoming US president Donald Trump's policies may be less of a threat to the Asian bond and equity markets in 2017 than many people think, according to global asset manager AllianceBernstein (AB)

This moated pharma stock's earnings may be on the rise

Author: Glenn Freeman
Date: 23 Dec 2016

This national pharmacy wholesaler has seen impressive growth in earnings over the past two years, suggesting the scale benefits of Australian Pharmaceutical Industries' 442-strong distribution network are starting to emerge.

Here's the right way to help out your kids

Author: Brian Hor
Date: 22 Dec 2016

We all know that life's pretty expensive living in Australia these days--especially if you have a hankering for buying residential real estate in a capital city

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

What lies within the investor's psyche

Author: Lesley Beath
Date: 29 Dec 2016

In the previous article, we spoke about emotions as they are reflected in trends and chart patterns

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"

Investors demand more transparency and efficiency

Author: Glenn Freeman
Date: 28 Dec 2016

In recent years, public discussion of investment technology has centred on digitally-enabled investment advice for consumers--or robo-advice--including mobile applications

There's still room for caution in global equity markets

Author: Lesley Beath
Date: 06 Dec 2016

As this will be my last report for the year, I would have liked to present you with some pearls of wisdom, and some major insights as to what may happen over the next few weeks

Lessons from the Reagan era

Author: Joseph G. Carson
Date: 08 Dec 2016

President-elect Trump and his team are contemplating the most significant changes in fiscal policy since the Reagan presidency

Gold suffers as irrationality Trumps reality

Author: Joe Foster
Date: 20 Dec 2016

All of these strong moves indicate the market is pricing in a rosy scenario in which projected Trump tax cuts, infrastructure spending and regulatory reforms ignite robust economic growth that enables the Federal Reserve to normalise rates

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.

Moat-ivated investing

Author: Arian Neiron
Date: 05 Dec 2016

Since the outcome of the US election, equity markets have rebounded surprisingly quickly from an initial fall

Here are some reasons to consider buying QBE

Author: Nicholas Grove
Date: 07 Dec 2016

Firstly, as Morningstar head of Australian banking research David Ellis points out, the company is set to benefit from the recent surge in long-term bond yields

Here's 4 ways you can be too conservative in retirement planning

Author: Christine Benz
Date: 20 Dec 2016

When it comes to retirement planning, "hope for the best, plan for the worst" is a reasonable motto

3 questions to ask when setting up an SMSF corporate trustee

Author: Peter Townsend
Date: 16 Dec 2016

There is no obligation on a company to appoint a company secretary

Another telco adjusts to structural shift in the sector

Author: Glenn Freeman
Date: 08 Dec 2016

This week's TPG Telecom (ASX: TPM) annual general meeting reiterated management's previous earnings before interest, taxes, depreciation and amortisation (EBITDA) outlook for fiscal 2017, but concerns about the revenue effect of NBN have increased

2017 will bring volatility and risk alongside opportunities

Author: Glenn Freeman
Date: 16 Dec 2016

The report notes that, looking to 2017, we are living in a higher-risk world.

The outlook for ETFs in 2017

Author: Nicki Bourlioufas
Date: 13 Dec 2016

As at the end of October 2016, there were 150 exchange-traded products (ETPs) listed on the Australian Securities Exchange, up from 128 a year earlier

Here's why every SMSF member needs an enduring power of attorney

Author: Brian Hor
Date: 19 Dec 2016

You may have seen news coverage earlier in 2016 about the "Women and SMSFs Report," jointly released by the Commonwealth Bank and the SMSF Association, indicating that more than half of SMSF members do not have an up-to-date will or a succession plan

Winners and losers in the Year of the Monkey

Author: Anthony Fensom
Date: 12 Dec 2016

For Australian investors, picking the right sectors in the mischievous Year of the Monkey has proven challenging, with the Year of the Rooster set to deliver its own surprises

Financials, healthcare sectors to watch while bond proxies will suffer

Author: Glenn Freeman
Date: 14 Dec 2016

The US financial and healthcare sectors are particularly attractive, while Australian equity markets are insufficiently diversified, according to BlackRock executives Belinda Boa and Steve Miller

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