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Articles from: Seeking value in expensive markets - Christine St Anne to SMSF trust deed traps - Peter Townsend

Seeking value in expensive markets - Christine St Anne

Author: Christine St Anne
Date: 05 Jun 2015

Against a backdrop of benign inflation and accommodative policy settings, the global economy has been ticking along

Self-managed super as attractive now as ever - Glenn Freeman

Author: Glenn Freeman
Date: 29 Nov 2016

If you have a superannuation balance of $200,000--or a realistic expectation of reaching this amount within a few years--it still makes sense to establish a self-managed super fund (SMSF), according to Graeme Colley, executive manager, SMSF technical and private wealth, SuperConcepts

Sell signal on All Ords still in place - Lesley Beath

Author: Lesley Beath
Date: 21 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

Seven Group's profit falls 10pc - Nicholas Grove

Author: Nicholas Grove
Date: 03 Aug 2016

The result beat Morningstar's forecast for a profit of $134 million

Seven West posts profit but challenges remain - Nicholas Grove

Author: Nicholas Grove
Date: 02 Aug 2016

Operating cash flows before interest and tax stood at $274.7 million for fiscal 2016

Shareholder strikes on CBA, AGL and GMG shine spotlight on ESG investing - Glenn Freeman

Author: Glenn Freeman
Date: 25 Nov 2016

Goodman Group (ASX: GMG) , AGL Energy (ASX: AGL) and Commonwealth Bank (ASX: CBA) were all targeted in the last quarter of 2016

Shoot first, ask questions later - Martin Conlon

Author: Martin Conlon
Date: 10 Mar 2017

Macro-driven oscillations and violent price moves remain the order of the day in equity markets and just about every other market

Short-term risk is high - Lesley Beath

Author: Lesley Beath
Date: 07 Apr 2014

Overview

Should a portfolio change in retirement? - Christine St Anne

Author: Christine St Anne
Date: 26 Nov 2014

Demand has strengthened for annuity and allocated pension products, according to joint research from industry association the Financial Services Council (FSC) and investment bank UBS

Should investors worry about a housing bubble? - Michael Collins

Author: Michael Collins
Date: 18 Nov 2013

The UK government is said to be stoking one

Should the AGM be abolished? - Christine St Anne

Author: Christine St Anne
Date: 10 May 2013

The bulk of questions at Westpac's (WBC) annual general meeting (AGM) last year focused on customer service

Should we be wary of selling in May? - Lesley Beath

Author: Lesley Beath
Date: 06 May 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

Show me the money - Bill Gross

Author: Bill Gross
Date: 14 Mar 2017

"School days" inexorably continue at the Gross household, not just because of grandchildren, but because of the necessity to teach my own kids the complexities and pitfalls of investing

Signs the US recovery is solid - Rick Rieder

Author: Rick Rieder
Date: 22 Jul 2015

Many market observers lately have been making some pretty pessimistic evaluations of the US economy, declaring that it's stagnating and soft

Silver linings shine in China's risks - AllianceBernstein

Author: AllianceBernstein
Date: 25 May 2016

In our experience, the key to understanding economic and financial events in China lies in analysing how three factors intersect with, and influence, each other

Sit back and wait for the signal - Lesley Beath

Author: Lesley Beath
Date: 14 Mar 2016

Overview

Sizing up the global economy - Bill Gross

Author: Bill Gross
Date: 17 Sep 2015

Size does matter you know

Slightly more benign prognosis - Simon Doyle

Author: Simon Doyle
Date: 21 Mar 2016

The uncertainty inherent in global markets was apparent in February with the "risk-off" trade that characterised the start of the month, reversing towards month end

Slowing profit growth but renewed retail vigour for Magellan - Glenn Freeman

Author: Glenn Freeman
Date: 11 Aug 2016

Global fund manager Magellan Financial Group (ASX: MFG) on Thursday announced $198.4 million in net profits after tax for fiscal 2016, up 14 per cent on fiscal 2015

Small caps face unknown in 2016 - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 15 Feb 2016

Australian small-cap stocks had a good year last year, with the ASX Small Ordinaries Index returning 10.2 per cent, with the hefty gains of Blackmores (BKL) a key example of a large gainer, while the S&P/ASX 200 returned just 2.6 per cent

Small, mid caps to outperform - Lesley Beath

Author: Lesley Beath
Date: 11 Mar 2014

Overview

Smart beta offers big opportunities in small caps - Arian Neiron

Author: Arian Neiron
Date: 28 Mar 2017

Investors continue to gravitate towards small-cap companies for growth, particularly as the resources sector continues to recover

SMSF assets fall as shares slide, property on the rise - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 29 Jun 2016

But property and cash deposit exposures grew, reflecting a flight to the perceived safety of these asset classes

SMSF assets will not need segregating - Doug McBirnie

Author: Doug McBirnie
Date: 23 Jun 2016

But the changes highlight how a self-managed superannuation fund (SMSF) may be well-placed to take advantage of the changes by providing retirees with the ability to plan and manage their tax settings in a single vehicle

SMSF establishment rates drop - Katarina Taurian

Author: Katarina Taurian
Date: 28 May 2013

Establishments of self-managed super funds (SMSFs) have decreased significantly, according to the Australian Taxation Office's (ATO) Self-Managed Super Fund Statistical Report for March 2013, but the SMSF Professionals' Association of Australia (SPAA) is not concerned by the data

SMSF exposure to residential housing raises concerns - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 28 Mar 2017

There has been increasing talk about a housing bubble in Australia

SMSF investors boost exposure to managed funds - Rachael Micallef

Author: Rachael Micallef
Date: 13 May 2013

Self-managed super fund (SMSF) trustees have boosted exposure to managed funds in the wake of continuing interest-rate drops

SMSF outperformance: lessons for investors - Anthony Fensom

Author: Anthony Fensom
Date: 24 Sep 2015

Self-managed super funds (SMSFs) have continued their rise, with the number of SMSFs swelling to 557,000 and with total assets of $590 billion in the year to June 2015, both up around 6 per cent

SMSF sector reaches tipping point - Rachael Micallef

Author: Rachael Micallef
Date: 14 May 2013

Self-managed super funds (SMSFs) have reached a "tipping point," with drawdowns likely to exceed growth in the sector over the next 10 years, according to DEXX&R's May Market Projections report

SMSF trust deed traps - Peter Townsend

Author: Peter Townsend
Date: 22 Oct 2015

The peace of mind of a retiree happily taking a pension from their self-managed superannuation fund (SMSF) could be shattered by the news that their pension was in fact not commenced properly and that both they and their fund owe the tax office a lot more money

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