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Articles from: 4 key themes for SMSFs - Christine St Anne to 5 "don'ts" for SMSFs - Olivia Long

4 key themes for SMSFs - Christine St Anne

Author: Christine St Anne
Date: 24 Feb 2014

The 10th annual SMSF Professionals' Association of Australia (SPAA) conference kicked off in Brisbane last week

4 last-minute tax tips - Peter Bembrick and Bryan Ashenden

Author: Peter Bembrick and Bryan Ashenden
Date: 06 Jun 2014

1) Take advantage of income splitting Couples should consider making investments in the name of the lower-earning spouse to minimise the tax payable on income distributions and capital gains, although this may not be the best approach for negatively geared investments.

4 lessons from recent IPOs - Christine St Anne

Author: Christine St Anne
Date: 28 Jun 2013

A tale about a small listed company that morphed into a large sustainable business is an oft-recurring investment yarn

4 lessons from top LICs - Christine St Anne

Author: Christine St Anne
Date: 28 Oct 2015

Two top-performing managers of listed investment companies (LICs) came together at the recent Morningstar Individual Investor Conference

4 market lessons from a top investor - Christine St Anne

Author: Christine St Anne
Date: 07 Nov 2014

As a young man, Anton Tagliaferro came from Malta to Australia during the boom of the 1980s

4 mining stock growth drivers - Christine St Anne

Author: Christine St Anne
Date: 30 Oct 2013

Any gains in the Australian share market recently have largely been made by the major banks and the large defensive stocks

4 myths about retirement planning - Larissa Fernand/Peter Arnold

Author: Larissa Fernand/Peter Arnold
Date: 05 May 2015

Retirement planning is difficult because of the numerous competing financial obligations we have, so it must be prioritised

4 points to note as resources rally - Andrew Fleming

Author: Andrew Fleming
Date: 13 Feb 2017

Little more than a year ago, we were struck by how far materials, dominated by minerals producers, had fallen as a proportion of the ASX through time

4 reasons there's growth in the share market - Stuart Eliot

Author: Stuart Eliot
Date: 24 Sep 2014

In the short run, it's inevitable that equity markets will fall from time to time

4 reasons to like Woodside and Santos - Nicholas Grove

Author: Nicholas Grove
Date: 02 Apr 2014

Earlier this month, Morningstar assigned a narrow-moat rating to Santos Limited (STO) as a result of Australia's number two oil-and-gas company now possessing cost advantages on a number of fronts

4 reporting season themes - Christine St Anne

Author: Christine St Anne
Date: 02 Aug 2013

Reporting season will soon get into full swing

4 shares for Christmas stockings - Christine St Anne

Author: Christine St Anne
Date: 19 Dec 2014

Retailers still face a challenging market amid the ongoing Christmas shopping period

4 stocks linked to global growth - Christine St Anne

Author: Christine St Anne
Date: 20 Jun 2013

International equities were up more than 8 per cent last month, while Australian equities were down 4 per cent, according to the latest report from Morningstar

4 stocks to watch amid pre-Trump jitters - Glenn Freeman

Author: Glenn Freeman
Date: 17 Jan 2017

After something of a purple patch in the first half of fiscal 2017, several Australian healthcare companies face challenges on various fronts, including President-elect Donald Trump's policy uncertainty and internal board ructions on the home front

4 strategies for equity market navigation - Andrew Pyne

Author: Andrew Pyne
Date: 26 Oct 2015

Over the secular horizon, the macroeconomic backdrop remains favourable for equities

4 things you need to know about the Ingham's IPO - Nicholas Grove

Author: Nicholas Grove
Date: 21 Oct 2016

If you've ever been in the poultry section of an Australian supermarket, or even indulged at your local McDonald's of KFC, chances are high that you've sampled products from Ingham's, the country's biggest manufacturer of chicken products

4 tips to handle any crisis, financial or otherwise - Tom Stevenson

Author: Tom Stevenson
Date: 21 Oct 2016

On the face of it, there's not a lot to link the management of an investment portfolio with preventing the River Test in Hampshire from bursting its banks or averting the collapse of a key bridge in Sierra Leone

4 top ASX-listed technology stocks - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 20 May 2016

REA Group (REA) and SEEK Limited (SEK) have outperformed the S&P/ASX 200 over the past year, and newer technology stocks WiseTech Global (WTC) and Aconex (ACX) have also performed well, representing the strong growth potential of technology shares, though investors may have to pay a relatively high price for their strong performance

4 top economic transition stocks - Christine St Anne

Author: Christine St Anne
Date: 30 May 2014

Australia's fading mining boom was the dominate theme in this year's federal budget, with the government no longer able to rely on solid revenue from a once-prosperous resources sector

4 top growth stocks - Christine St Anne

Author: Christine St Anne
Date: 03 Sep 2015

The recent earnings season was "totally unremarkable," according to CommSec chief economist Craig James

4 top investing ideas for 2015 - Christine Benz

Author: Christine Benz
Date: 05 Feb 2015

Whether you're playing sport, managing a business, or raising a teenager, anticipating what's next will usually hold you in good stead

4 top portfolio maintenance tips - Christine Benz

Author: Christine Benz
Date: 02 Apr 2015

The bucket strategy for retirement income appears to be a model of simplicity, at least on the surface

4 top stocks in 2014 and beyond - Christine St Anne

Author: Christine St Anne
Date: 23 Jan 2015

The New Year saw an influx of articles within the financial media pointing out the top share-market performers of 2014

4 top stocks with handsome dividend yields - Nicholas Grove

Author: Nicholas Grove
Date: 01 Jun 2016

But regardless of how the market deals with this challenge, he says one fact is indisputable--income returns from the market remain very attractive relative to interest rates

4 top tax deductions - Christine St Anne

Author: Christine St Anne
Date: 24 Jun 2015

While it can be "taxing," the end of financial year is a time for investors to remember those deductions they can make in order to reduce their taxable income

4 top US-dollar stock opportunities - Nicholas Grove

Author: Nicholas Grove
Date: 01 Dec 2014

A recent UBS report notes that the continued weakness of the Australian dollar has helped the market marginally in local currency terms, despite earnings leverage to date having been "relatively muted"

4 top US-dollar-exposed stocks - Nicholas Grove

Author: Nicholas Grove
Date: 17 Dec 2013

In Morningstar's recently published Market Outlook , head of equities research Peter Warnes says that "tailwinds are still blowing" for those Australian companies that derive the bulk of their earnings from offshore

4 ways to cut tax and beat the budget levy - Christine St Anne

Author: Christine St Anne
Date: 04 Jun 2014

While the frail, the poor and the young will shoulder the bulk of the budget's cutbacks, there is also a bit of a sting in the tail for higher-income earners

400 million reasons to invest in LICs - Anthony Fensom

Author: Anthony Fensom
Date: 01 Jun 2016

More than 30 LICs have listed on the ASX since 2012, increasing their total number to 87 as of April 2016, while their market value doubled to $30 billion over the same period

5 "don'ts" for SMSFs - Olivia Long

Author: Olivia Long
Date: 13 Mar 2014

The fifth annual Morningstar SMSF Trustee Strategy Day will provide practical strategies for avoiding common traps in managing your SMSF

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