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Articles from: Here are 2 CGT relief strategies you need to know - Accurium to How managed funds can smooth your SMSF risk exposure - Glenn Freeman

Here are 2 CGT relief strategies you need to know - Accurium

Author: Accurium
Date: 08 Mar 2017

From 1 July 2017, a cap of $1.6 million will be introduced on the amount a person can transfer into the tax-free retirement phase

Here are 2 great stocks you need to sell - Nicholas Grove

Author: Nicholas Grove
Date: 01 Nov 2016

As all subscribers to various Morningstar products would know, the moat rating is a cornerstone of the company's investment philosophy

Here are some reasons to consider buying QBE - Nicholas Grove

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 are the earnings season standouts and disappointments - Anthony Fensom

Author: Anthony Fensom
Date: 14 Sep 2016

Amid subdued expectations, which were the biggest winners and losers? Morningstar's head of equities research, Peter Warnes, said the 2016 season "was reasonable and a little better than generally expected" under the circumstances.

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

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

Here's a top-rated exposure to Japanese equities - Nicholas Grove

Author: Nicholas Grove
Date: 22 Nov 2016

Morningstar UK fund analyst Kenneth Lamont points out in a recent article that Japan has more to gain or lose from changes to US economic and foreign policy under a Trump presidency than most other countries

Here's how CBA shares could crack $100 - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 19 Jan 2017

Bank shares have had a strong run this month, but analysts are mixed on whether the nation's biggest, the Commonwealth Bank of Australia (ASX: CBA) , could strike $100 this year after an attempt was made almost two years ago

Here's the right way to help out your kids - Brian Hor

Author: Brian Hor
Date: 12 Sep 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

Here's the right way to help out your kids - Brian Hor

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

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 gold stocks can play a valuable role in your portfolio - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 21 Sep 2016

The outlook for the gold sector is rosier now than it has been in recent years

Here's why resources could continue to outperform - Lesley Beath

Author: Lesley Beath
Date: 23 Aug 2016

The US equity market, as measured by the S&P 500 and the Dow Industrials, was relatively flat again last week

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 the ASX could show further strength - Lesley Beath

Author: Lesley Beath
Date: 14 Feb 2017

In the last report, I suggested the correction in the Australian market may have further to run

Here's why the post-election rally can continue - Lesley Beath

Author: Lesley Beath
Date: 14 Nov 2016

Investors can be strange animals

Here's why the US market could move significantly higher - Lesley Beath

Author: Lesley Beath
Date: 21 Nov 2016

After the ups and downs associated with the US election, equity markets had a relatively quiet time last week

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

Higher prices power AGL profit - Anthony Fensom

Author: Anthony Fensom
Date: 10 Feb 2017

The profit gain was helped by the removal of $656 million of impairments and restructuring costs in the previous half year in relation to its natural gas assets, along with a change in the value of financial instruments

Hope, fear and greed - Karl Siegling

Author: Karl Siegling
Date: 25 Sep 2013

Often in the investment industry we hear people say, "I am a fundamental investor" or "We only look at fundamentals"

Housing looms as a risk for Australia, says AB - AllianceBernstein

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)

Housing versus your portfolio - Christine St Anne

Author: Christine St Anne
Date: 02 Jul 2014

It's no secret that Australians have a love affair with residential property

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 high can Australia's property markets rise? - Rob Mead

Author: Rob Mead
Date: 03 Aug 2015

Australia's targeted approach to two hot property markets, in Sydney and Melbourne, is kicking in at a time when the overall economy faces headwinds

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 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

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