Investing

You are in Investing (Page 292)

Who will be affected by the new pension changes?

From Bendigo and Adelaide Bank

On 1st January 2017, the Australian Government implemented changes to the assets test used to calculate pensions. These changes include imposing new asset limits and will not affect everyone, but... Read more continue reading

16 Jan 2017

CommSec Research. China: Trade surplus but exports slide

From Craig James - Commsec

China trade China trade data: The trade surplus narrowed from US$44.61 billion to US$40.82 billion in December (forecast US$46.5 billion). Exports were down 6.1 per cent over the year (forecast:... Read more continue reading

16 Jan 2017

Incapacity and SMSF trustees: How to get out of running an SMSF when health is poor or just too old?

From Omniwealth

Begin as you intend to end. When it comes to SMSF’s, exiting at the right time and in an orderly fashion can often be a difficult decision to make for... Read more continue reading

16 Dec 2016

Inflation, bonds and Donald Trump

From GSFM

In the run up to the US election last month, there were many predictions published as to how markets would respond. The fact that Dow Futures were down over 600... Read more continue reading

13 Dec 2016

The important factors in smart-beta investments strategies

From IOOF

According to IOOF, in the current low return environment, clients are putting pressure on fees while still seeking returns above the benchmark. Fund managers have responded with new lower-cost products... Read more continue reading

13 Dec 2016

How Australian super funds can maximise returns from emerging markets

From Parametric

The US fund manager Parametric has drawn up a five-point checklist to assist superannuation funds targeting returns from emerging market equities. Parametric’s Australian Managing Director, Research, Raewyn Williams, says super... Read more continue reading

13 Dec 2016

Leading asset manager asks, “Is there a chance of an emerging market crisis under the Trump Presidency?”

From Legg Mason Global Asset Management

Following the U.S. election, the dollar strengthened against many currencies while emerging markets experienced periods of tightening liquidity and volatility. Richard Lawrence, Senior Vice President, Portfolio Management at Brandywine Global... Read more continue reading

13 Dec 2016

Bricks and mortar can add value to a diversified portfolio

Portfolio diversification is one of the central tenets of modern portfolio theory. Along with fixed income and equities, both domestic and global, property is considered an essential inclusion in a... Read more continue reading

12 Dec 2016

Investment potential of agriculture ‘untapped’ in Australia

From Betashares

Australian investor portfolios currently have a relatively low exposure and therefore limited potential to take advantage of the growing agricultural sector, according to a whitepaper by BetaShares, a leading manager... Read more continue reading

09 Dec 2016

Investment bonds a tax effective superannuation alternative

From Australian Unity

With superannuation reforms announced in the Federal Government’s 2016-17 Budget being realised, it is imperative that people consider ways to achieve a tax effective retirement income outside the superannuation system,... Read more continue reading

08 Dec 2016

FIRST 1...288 289 290 291292293 294 295 296...455 LAST

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]