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Articles from: Here's what you need to know about Downer's bid for Spotless - Nicholas Grove to Hyperion wins Morningstar Australian Fund Manager of the Year Award - Morningstar

Here's what you need to know about Downer's bid for Spotless - Nicholas Grove

Author: Nicholas Grove
Date: 22 Mar 2017

Downer EDI Limited (ASX: DOW) on Tuesday launched a $1.3-billion takeover bid for facility and laundry services provider Spotless Group Holdings (ASX: SPO) , an offer which sent shares in the latter soaring nearly 50 per cent in the hours after the bid was announced

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

Author: Brian Hor
Date: 08 Sep 2016

You may have seen coverage in the news of 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

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

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

Here's why SMSF asset allocations need to change - David Wanis

Author: David Wanis
Date: 29 Sep 2016

As part of our team discussions around how investors can achieve the best outcomes from their portfolios, Schroders recently conducted some analysis of ATO data on SMSF portfolios--looking in particular at asset allocations

Here's why this ASX energy stock presents an opportunity - Nicholas Grove

Author: Nicholas Grove
Date: 10 Oct 2016

Shares of Australian upstream oil and gas explorer AWE Limited (ASX: AWE) have fallen from a peak of about 94 cents in July 2016 to around 66 cents as of 5 October 2016, a fall of close to 30 per cent.

High-growth tech stock prospects - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 16 Oct 2015

Some analysts claim the Australian stock market, compared to those offshore, lacks exciting technology companies and that there isn't an opportunity to diversify into the sector

High-speed trading swindling value investors - Owen Holdaway

Author: Owen Holdaway
Date: 05 Jun 2013

According to new research by the Industry Super Network (ISN), value investors are being hurt by the increasing use of high-frequency trading in the Australian capital markets

History: Will it repeat or rhyme? - Tom Stevenson

Author: Tom Stevenson
Date: 18 May 2017

NASDAQ 1989-1999 Source: Datastream

Home-owner pensioners worse off under Budget 2017 - Glenn Freeman

Author: Glenn Freeman
Date: 25 May 2017

With the stated aim of freeing up family-sized housing stock, Federal Treasury announced a plan to enable downsizers over the age of 65 to make a non-concessional contribution of up to $300,000 into their superannuation fund, from the proceeds of the sale of their principal home

How asset allocation differs from diversification - Larissa Fernand

Author: Larissa Fernand
Date: 10 Mar 2015

Investors tend to use the terms "asset allocation" and "diversification" interchangeably

How can a bond have a negative yield? - Eric Jacobson

Author: Eric Jacobson
Date: 26 Sep 2016

There's currently a heated debate about the long-term impact of negative rates on global economic growth, the financial sector, and investor behaviour, and some of the early evidence isn't comforting

How fake news can warp financial markets - Glenn Freeman

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 .

How I found my golf game but lost my wife to a Titleist - Bill Gross

Author: Bill Gross
Date: 06 Sep 2016

So what part of the title do you want to hear first? Well, I'm just funnin' you on the latter, but finding your golf game at 72? Well, that's serious business and nothing to joke about

How long can the bull keep running? - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 07 Apr 2017

If it feels like the current bull market has been running for years, that's because it has

How managed funds can smooth your SMSF risk exposure - Glenn Freeman

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

How might 2017 turn out for investors? - Simon Doyle

Author: Simon Doyle
Date: 23 Jan 2017

While 2016 was generally a positive year for investors, politics and economics have provided some big surprises and highlighted how intertwined politics and economics have become

How much should I hold in ETFs? - Christine St Anne

Author: Christine St Anne
Date: 19 Sep 2014

Exchange-traded funds (ETFs) have always appealed to investors

How SMSFs should plan for $1.6m pension cap - Accurium

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

How to avoid a bad stock - Christine St Anne

Author: Christine St Anne
Date: 24 Jun 2014

The book Boganaire : The Rise and Fall of Nathan Tinkler gives a detailed account of the spectacular fortune a mining entrepreneur achieved through a number of successful speculative mining deals

How to avoid a bad stock - Christine St Anne

Author: Christine St Anne
Date: 06 Feb 2014

The book Boganaire : The Rise and Fall of Nathan Tinkler gives a detailed account of the spectacular fortune a mining entrepreneur achieved through a number of successful speculative mining deals

How to be financially healthy - Larry Light

Author: Larry Light
Date: 21 May 2015

Paul Sullivan had a rough early life: a threadbare home, divorced parents, a lousy school and few prospects

How to benefit from emerging markets - Nimalan Govender

Author: Nimalan Govender
Date: 22 May 2014

Why should investors consider investing in emerging market equities? Some investors argue that Australia is over-exposed to emerging markets because of its expanded trade with China and its resource-intensive export sector.

How to commence a pension with non-concessional contributions - Accurium

Author: Accurium
Date: 06 Mar 2017

However, there are some common mistakes trustees make when commencing a pension using only part of a member's accumulation balance

How to defer tax - Cate Tripodi, Peter Lee and Anne Graham

Author: Cate Tripodi, Peter Lee and Anne Graham
Date: 12 Jun 2014

Why is it possible to defer tax? Tripodi : Tax legislation is quite prescriptive about what can and can't be done, but does provide some opportunities to consider, such as bringing forward income or possibly delaying the time income is received.

How to defer tax - Westpac advisers

Author: Westpac advisers
Date: 25 Jun 2015

Diana Saad, senior financial planner, Westpac Premium 1) Set up a discretionary trust

How to inflation-adjust your retirement withdrawals - Christine Benz

Author: Christine Benz
Date: 09 Dec 2015

It's challenging enough for today's retirees and pre-retirees who are being forced to fend for themselves without the benefit of pensions, in an ultralow interest-rate environment to boot

How to make retirement savings last - Vicky Kuok

Author: Vicky Kuok
Date: 04 Jan 2016

This article discusses generally how you can plan ahead for retirement with risk management and cash-flow management to make your retirement savings last

How to play the resources sector - Christine St Anne

Author: Christine St Anne
Date: 10 Oct 2013

Chicago-based Morningstar equity strategist Daniel Rohr gave a presentation on the commodity outlook to local analysts this week

How will the transfer balance cap impact retirement plans? - Accurium

Author: Accurium
Date: 16 May 2017

The latest updates to Accurium's retirement healthcheck allow you to assess the impact on retirement plans for those affected by the $1.6-million transfer balance cap

Hyperion wins Morningstar Australian Fund Manager of the Year Award - Morningstar

Author: Morningstar
Date: 07 Mar 2016

In announcing the winners of the Australian Morningstar Awards 2016, Morningstar Australasia director of manager research ratings, Tom Whitelaw, said Hyperion "deserved applause for its unwavering commitment to thorough bottom-up research and commitment to maintaining its disciplined investment style through the trials and tribulations of the investment cycle"

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