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Articles from: Market Index Performance l July 2014 - 11 Aug 2014 to 4 ways to cut tax and beat the budget levy - 04 Jun 2014

Market Index Performance l July 2014 - 11 Aug 2014

Author: Morningstar
Date: 11 Aug 2014

Click here to download the Market Index Returns table for July 2014.

Rio's profit soars, Tabcorp result in line - 07 Aug 2014

Author: Nicholas Grove/Christine St Anne
Date: 07 Aug 2014

Companies covered in this report: • Rio Tinto

Australia's ETF market on stellar run - 06 Aug 2014

Author: Arian Neiron
Date: 06 Aug 2014

Australia's exchange-traded products (ETPs) industry is quickly evolving into a sophisticated market for investment products

Uncovering disparities in small caps - 28 Jul 2014

Author: Matthew Booker
Date: 28 Jul 2014

The S&P ASX Small Ordinaries Accumulation Index ended the financial year up a casual 13 per cent

5 need-to-know ATO rulings - 25 Jul 2014

Author: Christine St Anne
Date: 25 Jul 2014

The Australian Taxation Office (ATO) has issued a number of tax determinations (TDs) over the past six months

1 emerging quality stock to watch - 22 Jul 2014

Author: Christine St Anne
Date: 22 Jul 2014

A strong competitive advantage is normally associated with large-cap companies

The great global rebalancing - 18 Jul 2014

Author: Michael Collins
Date: 18 Jul 2014

Whenever people pinpoint the causes of the global financial crisis, they usually list the massive expansion of credit in developed countries as a key cause of the bust that is heading into its eighth year

Is there value in the Healthscope IPO? - 18 Jul 2014

Author: Christine St Anne
Date: 18 Jul 2014

There has been much ado about the upcoming float of Healthscope

3 top global resources stocks - 17 Jul 2014

Author: Nicholas Grove
Date: 17 Jul 2014

Australian investors will undoubtedly be familiar with the "big two" locally listed global resources companies, BHP Billiton (BHP) and Rio Tinto (RIO) , and will more than likely hold a substantial exposure to these heavyweights

Penalty tax on super abolished: What now? - 17 Jul 2014

Author: Andrew Yee
Date: 17 Jul 2014

The Federal Budget changes to the taxing of excess super contributions are welcome

1 income stock flying under the radar - 16 Jul 2014

Author: Christine St Anne
Date: 16 Jul 2014

Morningstar's readers would have read about the income opportunities in the Australian real estate investment trust (AREIT) sector

Yellen's unusual priority for a central banker - 15 Jul 2014

Author: Michael Collins
Date: 15 Jul 2014

Alan Greenspan in 2006 retired a hero after 19 years as chairman of the Federal Reserve

Jumping at shadows - 14 Jul 2014

Author: Martin Conlon
Date: 14 Jul 2014

Befuddled is probably a term which characterises the state of mind of many seasoned investors at present

Stock tips from a top stock picker - 10 Jul 2014

Author: Christine St Anne
Date: 10 Jul 2014

As an investment manager who has outperformed the market over the past 10 years, Investors Mutual (IML) certainly knows about investing

Giving as part of your financial plan - 08 Jul 2014

Author: Andrew Buchan
Date: 08 Jul 2014

Westpac Banking Corporation (WBC) chief executive Gail Kelly recently announced the establishment of the largest private scholarship program in Australia's history

4 comeback stocks for fiscal 2015 - 07 Jul 2014

Author: Nicholas Grove
Date: 07 Jul 2014

The 2013/14 financial year is done and dusted

1 stock that's ready to fizzle out? - 04 Jul 2014

Author: Christine St Anne
Date: 04 Jul 2014

There is no doubt that Coca Cola Amatil (CCL) is a high-quality business

The holy trinity of excess - 01 Jul 2014

Author: Andrew Fleming
Date: 01 Jul 2014

Excess capacity abounds

Aussie equities to tread water - 01 Jul 2014

Author: Donal Curtin
Date: 01 Jul 2014

Why SMSFs use ETFs - 26 Jun 2014

Author: Alex Vynokur
Date: 26 Jun 2014

The two acronyms "SMSF" and "ETF" are responsible for some of the largest changes to the Australian investment landscape in recent years

3 global banking opportunities - 26 Jun 2014

Author: Nicholas Grove
Date: 26 Jun 2014

In a recent interview with The Australian Financial Review , Sydney-based fund manager Wayne Peters, whose Peters MacGregor Global Fund [11512] has outperformed both the Magellan Global Equities Fund [15699] and the Platinum International Fund [4505] over the past five years, shares his views on the current prices of the big Australian banks versus their overseas counterparts

How to avoid a bad stock - 24 Jun 2014

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

3 global income strategies - 20 Jun 2014

Author: Christine St Anne
Date: 20 Jun 2014

Investors are increasingly looking across the globe for investment opportunities, with data from Morningstar showing strong fund inflows into many global equity funds

Make your cash work harder - 17 Jun 2014

Author: Elizabeth Moran
Date: 17 Jun 2014

Australian investors are overweight cash and shares and are missing an important allocation to bonds, which sits in between the two asset classes

2 top small caps for fiscal 2015 - 17 Jun 2014

Author: Nicholas Grove
Date: 17 Jun 2014

As the end of the 2014 financial year fast approaches, an look at the Australian small-cap space can reveal a number of interesting companies that not only have attractive earnings prospects heading into fiscal 2015 and beyond, but which are reasonably priced relative to the market

Danger of increased risk-taking as markets boom - 16 Jun 2014

Author: Geoff Davey
Date: 16 Jun 2014

Risk means different things to different people -- danger, uncertainty, opportunity or thrill

How to defer tax - 12 Jun 2014

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.

The hunt for value - 04 Jun 2014

Author: Brook Sweeney
Date: 04 Jun 2014

This year's Morningstar Investment Conference asset allocation panel session discussed topics such as the direction of the Australian dollar, views on international equity markets, where the best investment opportunities are and the use of alternatives in portfolios

4 ways to cut tax and beat the budget levy - 04 Jun 2014

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

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