New innovations to address longevity risk
Andrew Barnett discusses longevity risk and some new solutions to the problem. Penalties for your SMSF’s poor report
SPAA chair Sharyn Long talks about the auditor contravention report and how SMSF trustees can best deal with them. Ensuring your auditor is qualified
SPAA accredited auditors have now become approved auditors under the SIS Act. ETFs ready for takeoff
They're cheap, they're transparent, but are ETFs getting the inflows they deserve? Woolworths seeks fresh stimulation
The retailer’s latest sales show stimulus money had a greater than expected impact. Morningstar’s Peter Warnes discusses the results. Making the nest egg last the distance
-- Wingate takes advantage of AUD
International fund manager Wingate talks about strategy and the strong dollar. Time to refocus one's defences
Defensive assets weren't exactly what people thought they had when the GFC hit. Industry funds build own investment teams
Local Government Super at the forefront of trend to build internal investment teams. Where are they now? Property trusts
This is the fourth in our series of how past winners of the Morningstar Fund Manager of the Year have fared. Where are they now? Small caps
This is the fifth and final in our series of how past winners of the Morningstar Fund Manager of the Year have fared. Nufarm's new year
Last year was rough for Nufarm shareholders but the farm chemicals company has a new plan. Morningstar's James Cooper explains. Hunter Hall explains its ethical stance
Hunter Hall talks about being green and deep green while earning good returns for investors. Where are they now? Aus equities
We look at how previous Morningstar Fund Manager of the Year award winners have fared in the Australian equities space. Where are they now? Global equities
We look at how previous Morningstar Fund Manager of the Year award winners have fared in the global equities space. In defence of small funds
As debate about super fund size continues, are smaller funds looking at ways to gain scale? Resources in 2010 - Part 1
Morningstar's Mark Taylor maps out the road ahead for iron ore and other key resources. Fund in focus: AMP Future Directions Balanced
Morningstar's Tim Murphy tells you what you need to know about the AMP Future Directions Balanced Fund Resources in 2010 - Part 2
Morningstar's Mat Hodge discusses the year ahead for Australia's copper, coal and uranium producers Banking on hybrids
Australia’s big four banks are have issued billions of dollars worth of hybrids. Morningstar’s Patrick Caldon explains whether they’re for you. Where are they now? Fixed interest
We look at how previous Morningstar Fund Manager of the Year award winners have fared in the fixed interest space. Passive will always underperform: Zurich
-- Timbercorp Orchard Trust ripe for takeover
New investment company Hamilton Securities announces takeover bid for debentures of the Timbercorp Orchard Trust Wizard takes the Yellow Brick Road
Mark Bouris wants to plug gaps in mortgage and financial planning markets with his new enterprise. Woodside’s juggling act
Woodside has three big, cash-intensive projects on the go and has tapped the stockmarket to help it cope. Our forecast for 2010
Ian Huntley outlines the market cycle scenarios investors may see in the next 12 months and beyond Reverse mortgage market inches forward
Growth in reverse mortgages has slowed this year, SEQUAL CEO Kevin Conlon explains the challenges. Super no shelter for fraud
-- Things I wished I'd learned at school
Author Jamie McIntyre’s latest book focuses on the idea you can never start learning about investment early enough. Keep your super in the family
Is your SMSF for the whole family? Grant Abbott discusses if you should have insurance or other products included. Fight for transparency, Morningstar CEO says
Morningstar CEO Joe Mansueto urges industry and advisers to improve investor information and education. Bennelong finds its place in the sun
-- Investing in nickel
Morningstar's Mat Hodge discusses nickel with Victoria Tait SMSF Reserves
-- Value of advice is monetised
At last a monetary value has been established to ratify the value of advice, estimated at almost $2500 per year. James Hardie's big surprise
The building products maker has defied the worst US recession since the Great Depression. Morningstar's Peter Warnes tells how. JP Morgan expands custody arm
JP Morgan Worldwide Securities Services’ Laurence Bailey discusses the acquisition of ANZ’s custodian services business in Australia and New Zealand. Banks prepare for brave new world
There’s a lot more to the Big Four than the sum of their bad debts. Morningstar’s Peter Warnes and David Walker highlight the numbers that matter. New TPD insurance regulations
David Shirlow and Darin Tyson-Chan discuss the new deductibility rules for TPD cover. Bonds are back
They’ve been tagged as boring, but the recent downturn has shown the beauty of bonds. We have Morningstar’s fixed interest expert Sallyanne Cook here today to tell us more about these investment vehicles. Financial reform explained simply
How will current financial reforms affect investment services? Treasury spends on Souls
Treasury Group talks about acquisition of boutique fund Souls AXA's real value to AMP
Financial group AMP needs insurance but the reasons why may surprise you. Morningstar's David Walker explains. CBA's safety in numbers
Morningstar's David Walker takes us through Commonwealth Bank's recent update Fixed interest becomes sexy
-- Trustee Education
Liz Westover gives her recommended changes to superannuation trustee skill and knowledge. What your fund isn’t telling you
Australian funds lack the transparency of those in other markets. We explain why you should ask your fund for more information. Westpac's big call
Morningstar's Peter Warnes compares Westpac's performance with rivals NAB and ANZ Australian equities still a good buy: UBS
Australia is the place to invest, particularly in energy and banks, says UBS What GUD sees in Breville
GUD is using its balance sheet power to chase Breville's thoroughbred brands, Morningstar's James Cooper says Investing against the tide with Anthony Bolton
Fidelity investment guru visits Australia to give us some lessons from his life running money. Banks weather the storm
Morningstar's Peter Warnes looks at how NAB and ANZ navigated the economic crisis. Newcrest’s golden combination
Big reserves and low costs make Australia’s biggest gold producer an attractive target, Morningstar’s Mat Hodge explains. Rumours of Morningstar shopping spree exaggerated
Morningstar CEO Joe Manseuto talks acquisitions, financial crises, and some company strategies during his recent visit downunder Reading your super statement
Morningstar says it's better to engage with your super than bury it away, Phillip Gray explains. Is your fund a zombie?
Once trendy but now neglected, could your fund be described as a zombie? Morningstar's Phillip Gray explains. Rising interest rates impact bonds
-- Rio’s road to recovery
The mining giant is well on the road to overcoming the massive problems that assailed it earlier this year, Morningstar’s Mark Taylor says. Making the transition to retirement
-- AXA's insurance policy
Unlike other insurers, AXA has its own protection against tough times,David Walker explains Aus Unity takes interest offshore
Aus Unity's David Bryant on its joint venture with Asian equities boutique Seres Asset MgAus Unity's David Bryant on its joint venture with Asian equities boutique Seres Asset Mg Beyond Myer's glamour
The department store chain’s IPO has a few issues. Morningstar’s Peter Esho explains. Find out about the AREITs comback
-- SMSFs and gearing
SMSFs and Gearing: administrative considerations with Andrew Biviano and Darin Tyson-Chan What you need to know about ETFs
Morningstar's Tim Murphy discusses what investors need to know about ETFs 5 funds I wished I bought in January
The market has recovered 30 per cent of its losses since January. Chris Douglas highlights where money would have been well placed. Goodman Fielder banks on bread
Australia’s biggest listed food company is looking to its bread, milk and other staple brands to lift margins and drive profit. Morningstar’s David Walker takes a look at Australia’s biggest listed food company Learning from missed opportunities
Ian Huntley talks about the stocks he wished he'd bought and how investors can learn from missed opportunities. Australia rates well but can do better
IFSA CEO John Brogden reveals Australia compared well in a global fee survey undertaken by IFSA and Deloitte How the Best Businesses survive the stress test
The worst of the GFC may be over so how did our Best Businesses fare? ETF basics
Exchange Traded Funds are becoming more fashionable, but what do newcomers need to know? Premier's plus-sized profit
From PJs to party dresses, Premier has set the pace for its retail rivals. Morningstar's Peter Esho tells why Telstra's degrees of separation - PART 2
Investors need not worry about a divided Telstra. Morningstar's Peter Warnes explains why Telstra's degrees of separation - PART 1
Investors need not worry about a divided Telstra. Morningstar's Peter Warnes explains why Can gold continue to climb?
Morningstar analyst Mathew Hodge discusses why the gold bulls are charging and whether you should follow them Long-term still positive
Long-term returns were found to be positive even with growth assets The little manufacturer that could
ARB Corp has defied the car-parts industry, the export sector and the economy. Morningstar's David Walker tells how Frequently asked funds research questions
Editorial and communications manager Phillip Gray answers your FAQs Why invest in funds
Morningstar's Tim Murphy explains why funds make sense for rookie investors Growth assets turn the corner
Industry FUM grows on the back of market movements rather than flows, according to the latest Morningstar Market Share Report Woolworths’ next move
Morningstar’s Peter Warnes discusses whether the retail giant’s hardware play is at the expense of its blue-chip supermarkets. Could ETFs benefit your super?
What you need to know about Exchange Traded Funds and retirement savings Multisector funds and your super
Like most investment products, multi sector funds have come under pressure. Morningstar's Sallyanne Cook discusses the outlook. More investor mistakes - part 2
The second part of Ian Huntley's discussion on common investor mistakes ASX reports soft landing
Results from the Australian Stock Exchange held some surprises, as Morningstar senior analyst David Walker explains. Maximum earnings and super contributions
Salary sacrificing? Understanding the 10 per cent maximum earnings rule is a must. Top marks for QBE
Morningstar head of equities research Peter Warnes updates the insurer's reportcard. Origin and Woodside: the good oil?
Analyst Mark Taylor discusses the recent results from the major energy players. Wesfarmers’ mixed bag
Morningstar’s Peter Warnes walks us through Australia’s last big conglomerate We update our Best Businesses
How two of our Best Businesses performed Not too late for super tweaks
Tax time is over but tax planning around super need not be. Clearview's Dante De Gori explains Fidelity's big stock calls
Australian equities portfolio manager Paul Taylor makes some of his biggest calls for 2009 Telstra's big changes
Shareholders can benefit from Telstra’s long-term plans, Morningstar’s Peter Warnes explains More investor mistakes, part 1
Ian Huntley provides more insight into the most common investment pitfalls Will your SMSF pass these tests?
How Australian is your SMSF? Dire consequences await those funds that fail to meet requirements. Fund in focus: BlackRock Global Allocation
Analyst Chris Douglas provides our take on BlackRock Global Allocation fund Super reality check
Author of Traders, guns and money talks about how a super funds will change their strategies following the global financial crisis. Absolute return funds return
The absolute return funds are being touted as now making a comeback – bigger, stronger and wiser. But how on the money is this? We talk to journalist Fiona Harris. Lessons from history
Morningstar senior equities analyst David Walker gives a history lesson on the boom-bust cycle. Confidence returns to Macquarie
Like many financials, Macquarie was pummelled by the economic meltdown - but the worst appears to be over.