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Articles from: How to benefit from emerging markets - Nimalan Govender to India, China hold pockets of investment opportunity - Romina Graiver

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 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 guard yourself financially against dementia - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 28 Oct 2016

As Australia's population ages, more of us will pass away due to dementia

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 obtain specific SMSF guidance from the ATO - Melanie Dunn

Author: Melanie Dunn
Date: 07 Jan 2016

A trustee can apply for guidance from the Australian Tax Office (ATO) when there is uncertainty about how the law applies to a self-managed superannuation fund, in relation to a specific circumstance

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 useful is fundamental analysis? - Karl Siegling

Author: Karl Siegling
Date: 17 Dec 2013

After having written three articles on the behaviour and psychology of the market and stock investing, let's turn to some of the traditional tools used by investors in assessing equity investments

HSBC finds managers still positive about equities - Owen Holdaway

Author: Owen Holdaway
Date: 03 May 2013

An HSBC survey of fund managers has found that a majority remained positive about equities into the second quarter of this year

Human ego: A cruel and financially crippling master - Lesley Beath

Author: Lesley Beath
Date: 28 Jun 2016

She refers to herself as "left-brained"--better at the finer detail (in her words)

Human ego: A cruel and financially crippling master - Lesley Beath

Author: Lesley Beath
Date: 30 Dec 2016

I have a friend who always says to people that I am "right-brained"

Human emotion and the markets - Lesley Beath

Author: Lesley Beath
Date: 14 Jun 2016

With the rise of self-managed super funds in recent times, more and more individuals are taking control of their retirement funds

Human emotion and the markets - Lesley Beath

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

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"

IAG's cash profit falls 12.2pc, announces $300m buyback - Nicholas Grove

Author: Nicholas Grove
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

Identifying golden stock picks - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 04 Sep 2015

The recent sell-off in share prices highlights an important point for investors -- prices can vary widely and it's all part of the ride, and the opportunity to buy at lower prices shouldn't be ignored by investors who are keen to build their portfolios

Identifying the right trustee structure - Kathy Evans

Author: Kathy Evans
Date: 27 Oct 2015

When setting up a self-managed superannuation fund (SMSF), members/trustees have the choice of having their fund set up with a corporate trustee or utilising an individual trustee structure

Iluka shares fall after $20.9m net loss - Nicholas Grove

Author: Nicholas Grove
Date: 25 Aug 2016

Shares of Iluka Resources (ASX: ILU) were nearly 7 per cent lower at midday on Thursday, after the mineral sands miner reported a net loss of $20.9 million for the half year to 30 June 2016

Imperfectly perfect - Matthew Booker

Author: Matthew Booker
Date: 01 Dec 2015

In the movie The Last Samurai , Katsumoto sought the perfect cherry blossom

Implications under the new ATO penalties - Aaron Dunn

Author: Aaron Dunn
Date: 21 Mar 2014

He will be speaking at the Morningstar SMSF Trustee Strategy Day in April

Improving outlook for transitioning economy - Randal Jenneke

Author: Randal Jenneke
Date: 20 Jan 2016

While many people view the Australian economy as being dominated by resources and commodity prices, in reality, this is not actually the case

In Australia, play the hand you are dealt - Robert Mead

Author: Robert Mead
Date: 24 May 2016

As interest rates continue to fall in Australia, investors may want to take their cue from the Reserve Bank of Australia (RBA)

Income from prisons and pipelines - Christine St Anne

Author: Christine St Anne
Date: 06 Nov 2013

Income-hungry investors can benefit from funds that invest in a range of infrastructure assets, ranging from toll roads and prisons to gas pipelines

Income Portfolio ends on a high - Christine St Anne

Author: Christine St Anne
Date: 22 Jan 2014

Subscribers who followed Morningstar's model Income Portfolio would have outperformed the market in 2013

Increasingly addled - Bill Gross

Author: Bill Gross
Date: 12 Feb 2016

Long ago and far away in the adolescent cauldron known as Los Altos High School, I attended a senior US history class with a man-child named Delos Roman

Index investing triumphs over active managers - Arian Neiron

Author: Arian Neiron
Date: 07 Nov 2016

Most Australian active funds were outperformed by their respective benchmark over one, three and five-year periods, according to the latest S&P Dow Jones SPIVA Australia Scorecard

India and Brazil: On the ground - Alex Duffy

Author: Alex Duffy
Date: 17 Oct 2016

"Sell in May and go away, don't come back till Saint Leger Day" is an oft repeated old stock market adage

India transformed - Diana Crawford

Author: Diana Crawford
Date: 17 Jun 2015

Dramatic changes have been happening in India since the election of Narendra Modi as Prime Minister last year, says David Kunselman, senior portfolio manager at the Canadian-based firm Excel Investment Counsel Inc

India, China hold pockets of investment opportunity - Romina Graiver

Author: Romina Graiver
Date: 22 Sep 2016

The gap between emerging market economies and those of developed markets are narrowing, creating considerable opportunities for investors, according to Romina Graiver, product specialist, global and emerging markets equities, William Blair

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