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Articles from: Identifying the right trustee structure - Kathy Evans to Investors must accept lower returns for longer - Glenn Freeman

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

India: A standout market - Simon Dorricott

Author: Simon Dorricott
Date: 19 Nov 2015

Asia ex-Japan investors have had a difficult time for the bulk of this year, with returns lagging world markets

Individual stocks appear robust - Lesley Beath

Author: Lesley Beath
Date: 14 Oct 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

Industrials versus resources - Regina Meani

Author: Regina Meani
Date: 29 Jul 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Regina Meani without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

Industry body rubbishes claims more SMSF regulation needed - Glenn Freeman

Author: Glenn Freeman
Date: 27 Jun 2016

The article, published in The Sydney Morning Herald print and online editions, highlighted particular concerns around SMSF trustees with balances of less than $200,000

Infrastructure should be own asset class - Owen Holdaway

Author: Owen Holdaway
Date: 23 May 2013

Goldman Sachs Asset Management (GSAM) has called for infrastructure to be thought of as an asset class in its own right

Inghams still not a goer - Peter Warnes

Author: Peter Warnes
Date: 04 Nov 2016

Is TPG Capital a charity? The Inghams IPO has been repriced at $3.15--a 12 per cent discount to the bottom of the original indicative price range and a meaningful 24 per cent from the $4.14 top

Insights from a top-performing LIC - Christine St Anne

Author: Christine St Anne
Date: 15 May 2015

The Australian Foundation Investment Company (AFI) has served investors well for the best part of a century -- a trend that Morningstar senior fund research analyst Mark Laidlaw is confident will continue

Interest rates have turned negative - Michael Collins

Author: Michael Collins
Date: 06 May 2015

This is a financial news article to be used for non-commercial purposes and is not intended to provide financial advice of any kind

Interest rates no cause for bond alarm - Rachael Micallef

Author: Rachael Micallef
Date: 17 May 2013

The possibility of normalising interest rates should not ring alarm bells for bond investors, according to Tyndall Asset Management

Investing against the herd - Michael Coop

Author: Michael Coop
Date: 15 Jan 2014

Contrarian investing is about looking for undervalued and out-of-favour investments and avoiding highly priced and popular investments

Investing in BRIC and African economies - Mark Mobius

Author: Mark Mobius
Date: 30 May 2013

Growth in BRIC economies has slowed down in 2012 and early 2013

Investing in interesting times - Marcus Burns

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

Investing on borrowed time - Matthew Booker

Author: Matthew Booker
Date: 15 Jul 2015

The old saying to "sell in May and go away" certainly rang true this year, with the Small Ordinaries Index giving up nearly all of its calendar year gains in the month of June

Investors asking wrong questions about bonds - Rachael Micallef

Author: Rachael Micallef
Date: 27 May 2013

Investors are asking the wrong questions when it comes to the bond market in the current low-interest-rate environment, according to a panel of experts

Investors demand more transparency and efficiency - Glenn Freeman

Author: Glenn Freeman
Date: 28 Dec 2016

In recent years, public discussion of investment technology has centred on digitally-enabled investment advice for consumers--or robo-advice--including mobile applications

Investors moving away from cash - Katarina Taurian

Author: Katarina Taurian
Date: 07 Jun 2013

Investors are increasingly looking to get out of cash assets, according to HLB Mann Judd, prompting a warning that self-managed super fund (SMSF) investors shouldn't "overreact" and lose focus on their long-term investment strategies

Investors must accept lower returns for longer - Glenn Freeman

Author: Glenn Freeman
Date: 08 Aug 2016

The trio of managers were: Bill Bovingdon, chief investment officer, Altius Asset Management; Prasad Patkar, head of qualitative investment, Platypus Asset Management; and Chad Padowitz, chief investment officer, Wingate Asset Management

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