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Articles from: The benefits of family trusts - 04 Jun 2013 to Trust gives nod to "superior" Perpetual offer - 21 May 2013

The benefits of family trusts - 04 Jun 2013

Author: Joylon Dare
Date: 04 Jun 2013

Family trusts are still an attractive approach for those looking to build wealth in a tax-effective investment vehicle other than superannuation, despite the ongoing changes to the rules governing such trusts

Bigger dividends from BHP? - 04 Jun 2013

Author: Nicholas Grove
Date: 04 Jun 2013

After only about 12 days in the top job, BHP Billiton's (BHP) new chief executive Andrew Mackenzie, who took the helm from Marius Kloppers, recently sat down with UBS analysts to discuss a three-pronged approach to increasing free cash flow, and therefore, shareholder returns.

Anatomy of a gold bust - 03 Jun 2013

Author: Matthew Tuttle
Date: 03 Jun 2013

Momentum investors buy hot individual stocks that enjoyed high returns in the past several months and try to capitalise on a rally

The right stocks - 03 Jun 2013

Author: Nicholas Grove
Date: 03 Jun 2013

At the 2013 Morningstar SMSF Trustee Strategy Day in Sydney last week, Morningstar head of equities research Peter Warnes provided some indispensable guidance for those investors caught up in the current yield-hungry environment

Trans-Tasman super SMSF requests denied - 03 Jun 2013

Author: Chris Kennedy
Date: 03 Jun 2013

The government has finalised details of trans-Tasman super portability arrangements, with several industry requests around the scheme going unheeded

Major banks register key reversals - 03 Jun 2013

Author: Lesley Beath
Date: 03 Jun 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

Where to find the best Buys - 31 May 2013

Author: Christine St Anne
Date: 31 May 2013

Investing in an overvalued market was a big theme that resonated throughout last week's Morningstar Investment Conference

Off-market transfer legislation abandoned - 31 May 2013

Author: Katarina Taurian
Date: 31 May 2013

The government has abandoned proposed off-market related party transfer amendments, which the SMSF Professionals' Association of Australia (SPAA) claims would have forced costly compliance conditions on self-managed super funds (SMSFs) buying or selling assets to or from related parties

Europe sentiment boosts investor confidence - 30 May 2013

Author: Rachael Micallef
Date: 30 May 2013

Investor confidence continued to rise in May, driven by a shift in risk appetite among European institutions, according to the State Street Investor Confidence Index (ICI)

Investing in BRIC and African economies - 30 May 2013

Author: Mark Mobius
Date: 30 May 2013

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

Advised SMSFs show greater diversity - 30 May 2013

Author: Owen Holdaway
Date: 30 May 2013

According to new research by CoreData, self-managed super funds (SMSFs) are heavily invested in Australian equities, although their allocation varies considerably depending on whether they are self-managed or have an adviser

Finding value in an expensive market - 29 May 2013

Author: Christine St Anne
Date: 29 May 2013

The biggest challenge in the current market is finding assets that are undervalued, according to MLC senior investment strategist Michael Karagianis

SMSF establishment rates drop - 28 May 2013

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

No time for complacency - 28 May 2013

Author: Martin Conlon
Date: 28 May 2013

The rush for the exit doors in commodity-exposed stocks intensified during April

Investors asking wrong questions about bonds - 27 May 2013

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

Opportunities for stock picking in Japan - 27 May 2013

Author: William Davies
Date: 27 May 2013

Quantitative easing (QE) has been credited with sparking one of Japan's strongest rallies in decades

Discretionary stock opportunities? - 27 May 2013

Author: Nicholas Grove
Date: 27 May 2013

Investors' concerns about the impact of recent warm weather on sales have seen Australian discretionary apparel retailers lag the broader share market over the past several weeks.

Heavily weighted to deeper pullback - 27 May 2013

Author: Lesley Beath
Date: 27 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

Dangers in search for yield - 27 May 2013

Author: Owen Holdaway
Date: 27 May 2013

Leading equity portfolio managers have warned of the dangers of investors becoming too attracted to stocks with unsustainable yields

A closer look at infrastructure - 24 May 2013

Author: Owen Holdaway
Date: 24 May 2013

How did the fund get started? I have been with Goldman Sachs for about 10 years now, running this fund for about seven

AllianceBernstein looks beyond volatility risk - 24 May 2013

Author: Staff reporter
Date: 24 May 2013

AllianceBernstein has warned investors that the concept of volatility may be inadequate to predict and employ the correct strategies in the current market

Low rates won't fix shrinking resources sector - 24 May 2013

Author: Rachael Micallef
Date: 24 May 2013

Low interest rates will not "fill the hole" in the shrinking resources sector, according to former board member of the Reserve Bank of Australia, Warwick McKibbin

Term deposits still have a role - 23 May 2013

Author: Christine St Anne
Date: 23 May 2013

Seven months ago, research firm Investment Trends highlighted the high levels of cash held by self-managed superannuation fund (SMSF) trustees

Aussie share ownership declines - 23 May 2013

Author: Staff reporter
Date: 23 May 2013

The Australian Securities Exchange (ASX) has released findings of The Australian Share Ownership Study, indicating there has been a decline in total share ownership despite ownership in Australia remaining high by international standards

Infrastructure should be own asset class - 23 May 2013

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

Despatches from the currency wars - 22 May 2013

Author: Satyajit Das
Date: 22 May 2013

With apologies to The Weather Girls, it's now raining yen! Japan has opened a new front in the "currency wars," a term coined by Brazilian Finance Minister Guido Mantega in 2010

Annuities capital available in private sector: Challenger - 22 May 2013

Author: Tim Stewart
Date: 22 May 2013

The private sector is more than capable of providing the capital required to back a thriving annuities market, according to Challenger Life chief executive Richard Howes

Australia comes up short for investors - 21 May 2013

Author: Christine St Anne
Date: 21 May 2013

The experience of the fund investor in Australia has improved over the past two years, but is worse than that of investors in the US and UK

Economic update - 21 May 2013

Author: Julian Robertson and Donal Curtin
Date: 21 May 2013

Outlook for investment markets It has been another good month for equities, globally and domestically, as investors have become more confident about the prospects for the world economy and less concerned about eurozone debt crises

Trust gives nod to "superior" Perpetual offer - 21 May 2013

Author: Staff Reporter
Date: 21 May 2013

The Trust Company (TRU) board has written to shareholders recommending they accept a takeover offer from Perpetual (PPT) that it says is superior to a revised offer from Equity Trustees (EQT) , while the competition watchdog is also keeping an eye on proceedings

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