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Financial Planner’s morning report – Friday

Here’s what Australian financial planners need to know about ASX shares and overseas markets on Friday morning. The ASX is expected to open slightly lower.

Drew Meredith | 29th May 2020 | More
ASX 200 expected to rise, 5 ASX shares to watch

Wednesday proved to be another wild day for markets with Australia’s ASX 200 index down over 1% at the open, only to rally 2% and finally finish 5 points down as the session ended.

Drew Meredith | 28th May 2020 | More
  • Credit LITs surge back from discounts, but door is closing quickly

    Of the many opportunities that were thrown up by the Covid-19 Crash, one of those that is still open – although weakening by the day – is that in the eight credit listed investment trusts (LITs). Most of this group were trading at small premiums to net asset value (NAV) prior to the crash, such…

    James Dunn | 27th May 2020 | More
    Webinars and virtual roundtables you don’t want to miss

    As working from home has become the new normal for most people, there are still many opportunities for advisers and investors to cut through the noise and hear insights from some of the best investment managers and research teams from a range of webinars and virtual roundtables being hosted online every day. Netwealth – Are…

    Annabelle Dickson | 27th May 2020 | More
  • Spread is your value factor

    Low interest rates justify high equity PE’s, and that is particularly so for long duration, high growth equities. So goes the story. It’s worked in recent years and therefore the evidence is there to support the pattern. A simpler argument is that low rates push investors into asset classes that can provide relatively higher returns,…

    Geff Gebler | 27th May 2020 | More
    BNK chief executive steps down

    BNK Banking Corporation’s chief executive Simon Lyons has stepped down after over four years in the role. Lyons was chief executive of Goldfields Money prior to its renaming at BNK. The company’s deputy chair Don Koch has been appointed as interim chief executive while a search for a permanent replacement is undertaken. Koch has over…

    Annabelle Dickson | 27th May 2020 | More
    SMSF auditors in hot water

    SMSF auditors have been put on notice after the Tax Practitioners Board (TPB) found several tax practitioners falsifying self-managed superannuation fund annual returns. Seventy-four tax practitioners have been identified after lodging 2017 and 2018 SMSF annual returns with an incorrect or fraudulently recorded SMSF Auditor Number (SAN). The review comes after the Australian Taxation Office…

    Annabelle Dickson | 27th May 2020 | More
    War vs. COVID-19

    The scale of the human, social and economic costs wrought by COVID-19 has prompted some politicians to compare it with war. Although this might create some good political spin, which is always attractive to politicians, it is not correct. The differences between COVID-19 and actual war are many and varied. In truth, the only thing…

    George Lucas | 27th May 2020 | More
    Financial Planning morning report – Wednesday

    The ASX 200 experienced its best day in over seven weeks on Tuesday, adding 2.9% to 5,780 points, with all sectors increasing. The Australian share market has now regained 31.2% from its March lows.

    Drew Meredith | 27th May 2020 | More
  • Financial planner daily report – ASX shares to rise at the open

    In the USA, it was Memorial Day. However, a strong lead from the local futures market was enough to send the ASX 200 to an 11-week high on Monday, but over 2% for the day.

    Drew Meredith | 26th May 2020 | More
    Getting back to normal with Franklin Templeton

    Franklin Equity Group’s John Remmert and Donald Huber share which trends they think are permanent and which are likely just a phase.

    Staff Writer | 25th May 2020 | More
    Financial planner morning report – Monday

    It was another strong week for global markets with the ASX 200 rising 1.7% and the Dow Jones ending up 3.3% last week, as reporting season continued.

    Drew Meredith | 25th May 2020 | More
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