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Articles from: How might 2017 turn out for investors? - Simon Doyle to Identifying golden stock picks - Nicki Bourlioufas

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 can you safely withdraw in retirement? - Glenn Freeman

Author: Glenn Freeman
Date: 22 Sep 2016

While current policy shifts in Australia have specific relevance for retirees drawing down their super as a pension, it is an issue of global relevance

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 much upside is left? - Lesley Beath

Author: Lesley Beath
Date: 03 Mar 2015

Overview

How possible is a short-term bounce? - Lesley Beath

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

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 the next US president can impact ordinary investors - Aron Szapiro

Author: Aron Szapiro
Date: 07 Nov 2016

While the next president may not find enough Congressional cooperation to tackle major initiatives such as tax reform or adjusting entitlement programs, there are many actions the president can take on his or her own, and many of these will affect ordinary investors

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 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 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 profit dips, hit by bond market - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 22 Feb 2017

Insurance profit fell 6.4 per cent to $571 million, down from $610 million a year earlier

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

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