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Top 10 articles of last week

Lex Hall  |  29 Jun 2018Text size  Decrease  Increase  |  
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End of financial year capital gains tax tips, Morningstar analysis of the radical restructuring announcements from Telstra and Commonwealth Bank, and the effect of the declining Aussie dollar were among the most read articles on Morningstar.com.au last week.

Avoid this expensive tax-time mistake

Share investors need to take care when declaring capital gains and losses, being particularly mindful of the Australian Taxation Office's 'wash sale' rule.

Winning and losing stocks from Aussie dollar decline

Though the effect of currency moves is secondary to other variables, Australian currency falls will affect those in export and tourism.

Telstra overhaul the jolt it needed, says Morningstar analyst

Morningstar has cautiously welcomed Telstra's much touted strategy update as a "jolt into action" the company needed as it battles rising competition. 

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CBA demerger a positive step, says Morningstar

CBA's demerger of its wealth management and mortgage-broking businesses should be a positive for the embattled lender and allow it to focus on its core business, says Morningstar senior equity analyst David Ellis. 

Investing basics: how do your savings compare to those of your peers

Do you wonder if your savings are on track? Check yourself against other Aussies at your stage of life.

Investing basics: how to make your home deposit savings work as hard as you do

Saving for a home is tough. Read our definitive guide on how to make your money work while you save.

Where to next for rates, currency and listed property

Shares in travel retail outlet Flight Centre have surged almost 40 per cent since the start of 2018, but Morningstar analysts say investors should fasten their seatbelts as the threat of online turbulence looms.

Uptick for markets, Aussie economy despite global stock wobbles

Australian equities are "marginally in the black year to date" and the economy is growing at a faster than expected rate, according to the latest Morningstar note.

Why Telstra holds strong investor appeal

This major telecommunications company, a favourite of Australian investors large and small, is trading at a 30 per cent discount to Morningstar's fair value estimate.

True cost of an ETF: 4 things to consider

The expense ratio is just one of several costs investors need to consider before adding exchange-traded funds to an investment portfolio, says State Street's Susan A. Darroch.

 

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Lex Hall is a Morningstar content, based in Sydney.

© 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). The article is current as at date of publication.

is senior editor for Morningstar Australia

© 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'regulated financial advice' under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information, refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ). Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782. The article is current as at date of publication.

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