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Articles from: 7 tax-effective approaches to super to Dividend washing hung out to dry

7 tax-effective approaches to super

Author: Graeme Colley
Date: 03 Jun 2014

The end of the financial year always seems to crop up faster than it should

Greece's darkest hour before its dawn

Author: Frank Holmes
Date: 11 Nov 2014

"Much better than expected." That's how John Derrick, director of research at US Global Investors, summed up his trip to Greece, the beleaguered country that hopes to put its financial woes behind it and rise again like the phoenix from the Mediterranean culture's ancient mythology

Survival of the fittest

Author: Bill Gross
Date: 17 Oct 2013

I hate crows and my wife Sue hates bugs, but like most married couples we have learned to live with our differences

1 income stock flying under the radar

Author: Christine St Anne
Date: 16 Jul 2014

Morningstar's readers would have read about the income opportunities in the Australian real estate investment trust (AREIT) sector

2 top global equity exposures

Author: Nicholas Grove
Date: 15 Jan 2014

The search for quality offshore equities is set to be a ubiquitous theme throughout 2014, as local investors increasingly feel the need to increase their exposure to this asset class

Major bank action prompts caution

Author: Lesley Beath
Date: 02 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

Australia's triple-treat returns

Author: Christine St Anne
Date: 01 Aug 2013

Investors have been a little glum about the economy of late

5 traps in using the PE metric

Author: Karl Siegling
Date: 11 Mar 2014

This is the first of our articles on fundamental analysis and we will focus on the price-to-earnings ratio (PE)

Where to put your cash

Author: Christine St Anne
Date: 25 Oct 2013

Although cash rates are losing their appeal, it doesn't mean investors have to abandon the asset class entirely

The holy trinity of excess

Author: Andrew Fleming
Date: 01 Jul 2014

Excess capacity abounds

The great global rebalancing

Author: Michael Collins
Date: 18 Jul 2014

Whenever people pinpoint the causes of the global financial crisis, they usually list the massive expansion of credit in developed countries as a key cause of the bust that is heading into its eighth year

Draghi's bond-buying bluff

Author: Michael Collins
Date: 02 Sep 2013

Capitalist banking systems are built on the confidence trick that people can get their money back at any time

Cochlear profit meets guidance

Author: Nicholas Grove
Date: 06 Aug 2013

Hearing aid maker Cochlear (COH) on Tuesday announced a profit of $132.6 million for the 2013 fiscal year, in line with guidance provided by the company back in June

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

Investing in interesting times

Author: Marcus Burns
Date: 29 Aug 2013

When someone, purported to be Chinese, said "May you live in interesting times," they were clearly referring to the current investment climate faced by Australian small-cap managers

Spending strategy crucial in retirement

Author: Christine St Anne
Date: 05 Dec 2014

To have champagne taste on a beer budget is a well-known idiom

Gold bounces, low may be near

Author: Lesley Beath
Date: 15 Jul 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

Is investing in Grange good for your SMSF?

Author: Aaron Dunn
Date: 08 May 2013

The recent release of the 2008 Penfolds Grange is being regarded as one of the best ever

ANZ dividend up 11pc, to lift payout ratio

Author: Nicholas Grove
Date: 30 Apr 2013

Australian and New Zealand Banking Group (ANZ) on Tuesday announced half-year cash earnings of $3.2 billion, exceeding Morningstar's expectations for a figure of around $3.1 billion and up 10 per cent on the same half in the prior year

Understanding the Morningstar Style Box

Author: Phillip Gray
Date: 19 Sep 2013

Morningstar pioneered understanding of share funds' market-cap and investment style characteristics through the creation of the nine-square Style Box

Look beneath the surface

Author: Lesley Beath
Date: 05 Aug 2014

Overview

Winners and losers in a policy maelstrom

Author: Andrew Fleming
Date: 19 Aug 2013

We wanted to change tack

Suncorp pleases with dividend increase

Author: Nicholas Grove
Date: 19 Feb 2014

Companies covered in this report: • Suncorp Group

4 market lessons from a top investor

Author: Christine St Anne
Date: 07 Nov 2014

As a young man, Anton Tagliaferro came from Malta to Australia during the boom of the 1980s

Wesfarmers gives investors $1.1bn bonus

Author: Nicholas Grove/Christine St Anne
Date: 20 Aug 2014

Companies covered in this report: • Wesfarmers

SMSF establishment rates drop

Author: Katarina Taurian
Date: 28 May 2013

Establishments of self-managed super funds (SMSFs) have decreased significantly, according to the Australian Taxation Office's (ATO) Self-Managed Super Fund Statistical Report for March 2013, but the SMSF Professionals' Association of Australia (SPAA) is not concerned by the data

6 top Chinese reforms to watch

Author: Michelle Gibley
Date: 16 Jan 2014

In November, China's leaders announced a comprehensive plan to overhaul China's economy by 2020

Myer records fall in profit, dividend

Author: Nicholas Grove
Date: 12 Sep 2013

Myer Holdings Limited (MYR) has recorded an 8.7 per cent fall in profit for the fiscal year to 27 July 2013 to $127 million, short of Morningstar's expectations for a profit of $144.8 million

Is economic growth a question of culture?

Author: Kellogg School of Management
Date: 25 Sep 2014

As some countries' economies churn steadily -- even briskly -- over time, others' remain stagnant

Dividend washing hung out to dry

Author: Aaron Dunn
Date: 21 Jan 2014

Double franking credits from dividends in listed Australian companies sound to go to be true? Well, that's certainly what the Australian Taxation Office (ATO) now thinks, having issued draft tax determination, TD 2014/D1 , which considers the application of Part IVA to such dividend-washing schemes

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