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Popular Articles from: Banks to weather rising bond yields to Here's why gold stocks can play a valuable role in your portfolio

Banks to weather rising bond yields

Author: Nicki Bourlioufas
Date: 03 Feb 2017

While their funding costs are rising modestly, the major banks have the flexibility to raise interest rates on home loans to protect their income and profit margins, according to analysts

The smart-beta ETF revolution

Author: Arian Neiron
Date: 25 Jan 2017

In 2017, smart-beta investing will continue to gain momentum

Here's how CBA shares could crack $100

Author: Nicki Bourlioufas
Date: 19 Jan 2017

Bank shares have had a strong run this month, but analysts are mixed on whether the nation's biggest, the Commonwealth Bank of Australia (ASX: CBA) , could strike $100 this year after an attempt was made almost two years ago

What is a fixed trust and why do you need to know?

Author: Michael Hallinan
Date: 18 Jan 2017

Whether a trust is a fixed trust or not has significant taxation implications

How SMSFs should plan for $1.6m pension cap

Author: Accurium
Date: 06 Jan 2017

Much has been written about the government's superannuation changes, in particular the $1.6-million cap on the transfer into the tax-free retirement phase

This moated pharma stock's earnings may be on the rise

Author: Glenn Freeman
Date: 23 Dec 2016

This national pharmacy wholesaler has seen impressive growth in earnings over the past two years, suggesting the scale benefits of Australian Pharmaceutical Industries' 442-strong distribution network are starting to emerge.

Winners and losers in the Year of the Monkey

Author: Anthony Fensom
Date: 12 Dec 2016

For Australian investors, picking the right sectors in the mischievous Year of the Monkey has proven challenging, with the Year of the Rooster set to deliver its own surprises

6 top stocks for your Christmas stocking

Author: Anthony Fensom
Date: 09 Dec 2016

The Christmas bells are ringing again, and for Australian investors they have rung up a volatile 2016

Self-managed super as attractive now as ever

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

This ASX-listed gold stock is an attractive investment option

Author: Nicholas Grove
Date: 28 Nov 2016

Newcrest Mining (ASX: NCM) last week held an investor day in Sydney, and while nothing "earth-shattering" may have shaken loose from the presentation, it nonetheless reaffirmed Morningstar's view of the overall quality of the gold miner

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

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

What are the ATO's SMSF compliance targets for FY17?

Author: Anthony Fensom
Date: 24 Nov 2016

Fewer SMSF trustees and their funds were penalised by the ATO in fiscal 2016, with the ATO pointing to its more collaborative approach

Fears of a Trump dump in tech stocks are overdone

Author: Glenn Freeman
Date: 16 Nov 2016

Fears of a rout in the technology sector are overdone, according to Morningstar equity analyst Gareth James

Are infrastructure stocks a good buy right now?

Author: Glenn Freeman
Date: 15 Nov 2016

The defensive, bond-like characteristics of infrastructure stocks have appealed to both institutional and retail investors in recent years, drawn by their income potential relative to low fixed-income yields

NAB's cash profit meets forecasts, dividend steady

Author: Nicholas Grove
Date: 27 Oct 2016

National Australia Bank's (ASX: NAB) fiscal 2016 cash profit--a preferred measure of underlying performance among the big four Australian banks which strips out one-off items--rose 4.2 per cent to $6.48 billion

Index investing triumphs over active managers

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

These ASX stocks will be winners from Trump's election victory

Author: Anthony Fensom
Date: 14 Nov 2016

Sell bonds and buy US stocks

A massive understatement on Australia's economic outlook

Author: Michael Collins
Date: 24 Oct 2016

The Netherlands economy expanded from 1982 to 2008 due to the ability of this small trade-focussed country to capitalise on the globalisation of that era

Inghams still not a goer

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

Westpac posts flat full-year profit of $7.82bn

Author: Nicholas Grove
Date: 07 Nov 2016

Westpac Group (ASX: WBC) on Monday reported an underlying cash profit of $7.822 billion for fiscal 2016, unchanged on the previous year and in line with consensus expectations

5 strategies to prepare for pension assets test changes

Author: Nicki Bourlioufas
Date: 27 Oct 2016

Over 300,000 Australian retirees are expected to lose their Age Pension from 1 January 2017, with the federal government dramatically lowering the value of assets pensioners can hold before they begin to lose their payments

Here's why this ASX energy stock presents an opportunity

Author: Nicholas Grove
Date: 10 Oct 2016

Shares of Australian upstream oil and gas explorer AWE Limited (ASX: AWE) have fallen from a peak of about 94 cents in July 2016 to around 66 cents as of 5 October 2016, a fall of close to 30 per cent.

Here's why SMSF asset allocations need to change

Author: David Wanis
Date: 29 Sep 2016

As part of our team discussions around how investors can achieve the best outcomes from their portfolios, Schroders recently conducted some analysis of ATO data on SMSF portfolios--looking in particular at asset allocations

Bank of Queensland's earnings fall short

Author: Nicholas Grove
Date: 06 Oct 2016

Bank of Queensland's (ASX: BOQ) cash profit for the fiscal year ended 31 August 2016 rose 1 per cent to $360 million while basic earnings per share (EPS) fell 2 per cent 95.6 cents, after the regional lender battled an environment of record low interest rates, market volatility and intense competition for loans and deposits

Global capital flows come with flaws

Author: Michael Collins
Date: 20 Sep 2016

In 1968, Prime Minister John Gorton, fearful that looser controls on capital in Europe and the US would lead to foreign takeovers of Australian companies, told the then state-based stock exchanges to force their listed companies to restrict voting rights to locally based shareholders

What you need to know about listed investment companies

Author: Peter Warnes/Michael Malseed
Date: 26 Sep 2016

The older we get the less active we become

Low-return environment highlights value in retirement risk advice

Author: Melanie Dunn
Date: 15 Sep 2016

Much has been made of late about how the current low-return environment could have long-lasting consequences, with retirees warned to prepare for future returns lower than historic averages

Are LICs all they're cracked up to be?

Author: Glenn Freeman
Date: 29 Sep 2016

These ASX-traded investment vehicles are enjoying something of a renaissance, offering growth and income, diversification and reasonable liquidity--and they aren't ETFs

2 retail stocks display contrasting fortunes in threatened sector

Author: Glenn Freeman
Date: 16 Sep 2016

The recent acquisition of Good Guys by JB Hi-Fi (ASX: JBH) has shaken up Australia's highly competitive retail sector, particularly the household goods segment

Here's why gold stocks can play a valuable role in your portfolio

Author: Nicki Bourlioufas
Date: 21 Sep 2016

The outlook for the gold sector is rosier now than it has been in recent years

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