Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

SMSF operating costs get a reality check

Clients who have put off establishing a self-managed super fund due to the assumed high costs may be put at ease after the Australian Taxation Office released the median cost of an SMSF which is significantly lower than earlier reported figures. The ATO’s 2017-18 Statistical Overview of SMSFs shows the median operating expense of SMSFs…

Annabelle Dickson | 24th Jun 2020 | More
UniSuper appoints chief risk officer

The $85 billion industry fund for the higher education and research sector has finally filled the position of chief risk officer with the appointment of Andrew Raftis after Ruby Yadav resigned in December 2019. Raftis has over 20 years in compliance roles internationally including chief risk officer at AXA Asia Pacific, chief internal auditor of…

Annabelle Dickson | 24th Jun 2020 | More
  • A change in script on emerging markets

    A lot of us spend an inordinate amount of time reading through erudite commentators on anything related to markets. ‘Stay informed’ is a common headline logo. Does this collective wisdom improve investment decisions? The current equity rally has a fountain of opinion on why and what it means. Wordplay is part of the fun: FOMA,…

    Geff Gebler | 24th Jun 2020 | More
    Financial Planner’s morning report – Wednesday

    In in a sign of how fragile this market recovery may be, global markets swung between gains and losses of 1% after White House Trade Adviser Peter Navarro initially suggested the trade deal with China was ‘over’. This was only to be retracted by President Trump minutes later via Twitter.

    Drew Meredith | 24th Jun 2020 | More
  • Financial Planner’s morning report – Tuesday

    Another day, another global technology rally sending markets higher. The S&P 500 and Dow Jones both improved 0.6% but it was the NASDAQ driving market returns improving 1.1% as both Adobe Inc. (NASDAQ:ADBE) and Amazon Inc. (NASDAQ:AMZN) hit new all-time highs.

    Drew Meredith | 23rd Jun 2020 | More
    Financial Planner’s morning report – Monday

    A record result for retail sales albeit off a low base, up 16.3% in May, triggered another strong rally in the ASX 200 (ASX:XJO), though it wasn’t enough to offset the threat of more shutdowns with the market finishing up just 0.1% for the day and 1.6% for the week

    Drew Meredith | 22nd Jun 2020 | More
    Financial Planner’s morning report – Friday

    Global markets continued their recent trend, forgiving recent COVID-19 outbreak spikes and poor unemployment to finish slightly down on yesterday.

    Drew Meredith | 19th Jun 2020 | More
    Financial Planner’s morning report – Thursday

    The US market ended its winning streak overnight, with the Dow Jones (IND:DJI) retreating 0.6%, the S&P 500 (IND:SPX) -0.4%, with the NASDAQ (NASDAQ:NDAQ) once again immune from any weakness, adding 0.1%.

    Drew Meredith | 18th Jun 2020 | More
    Investors want more Kangaroos in the top paddock

    One of the bugbears of the Australian capital market has been that the country has struggled to develop a meaningful corporate bond market: we’ve really only had one for five years, and the non-financial side of it is still pretty small, at about $50 billion. But like many things that Australia wants, or need, we…

    James Dunn | 17th Jun 2020 | More
  • Is big picture small beer?

    Great debates on longer term economic trends and the impact on financial markets are often a go-to conversation with investors. Few call up to ask what is the discount rate or cash flow yield, but many have opinions on issue such as debt and globalisation. The latter is a tough topic as globalisation is a…

    Geff Gebler | 17th Jun 2020 | More
    Suncorp names chief information officer

    Former Commonwealth Bank executive Adam Bennett has been appointed as Suncorp’s chief information officer. He was previously at Commonwealth Bank for over 15 years and was most recently group executive business and private banking, executive general manager of local business banking and chief information officer for the bank’s retail and business banking divisions. He will…

    Annabelle Dickson | 17th Jun 2020 | More
    Finding the value in waste

    A new take on environmental, social and governance (ESG) investing has emerged with the launch of a fund tackling sustainable opportunities in the water and waste management sectors. Fidelity International recently launched the Fidelity Sustainable Water and Waste Fund in Australia. In what is an under-researched sector, the fund seeks to deliver strong risk-adjusted returns…

    Annabelle Dickson | 17th Jun 2020 | More
    1 16 17 18 19 20 95