November 6, 2017

Credit reporting: the good, the bad and the ugly

The Government’s decision to make comprehensive credit reporting compulsory for large financial institutions may not be the win for consumers that the Treasurer Scott Morrison claims it will be, with plenty of evidence to suggest that this change is by

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Lifting the bonnet on high yield equity ETFs

Investors looking for high dividend payouts from their equity portfolios are spoilt for choice in the ETF market, with nine funds offering high yields from Australian shares. What investors may not realise is that each fund is guided by a

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Derivatives strategy enhances equity income returns

A growing number of investment managers are bringing derivatives back into their portfolios to enhance income returns and manage volatility. One of them is a newcomer, Wheelhouse Partners, which has launched an equity income fund that produces a significant amount

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Return outlook looks robust

Professional investors expect Australian and global equity market to return around 8 per cent a year over the next few years, but with higher volatility. Investment management researcher Morningstar asked a group of 60 multi-asset fund managers to provide their

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At-call rates offer better value than TDs

Investors looking for the best deposit rate should focus on the at-call market, where introductory and ongoing bonus rates of 3 percent are available. In the term deposit market the best rate for terms up to 12 months is 2.8

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ATO joins push for auditor independence

The Australian Taxation Office is throwing its weight behind a regulatory campaign to enforce compliance with auditor independence rules, saying it will focus its compliance resources on auditors who prepare accounts and tax statements for SMSFs they also audit. James

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Q&A 6 November 2017

Q: I have $35,000 in a term deposit account, which will eventually go towards a home loan deposit. I expect it will be a several more years before I am ready to buy a home and I have been talking

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The New Criterion

Global Masters Fund (GFL) $2.25 Value conscious investment legend Warren Buffett would be proud of this listed investment company’s rationale for not charging any base or performance management fees. With two-thirds of Global Masters’ circa $18 million of investments tied

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Lazard Outlook

Emerging markets are outperforming in the backdrop of a broadening global recovery, which is boosting demand without yet igniting inflation. Growth in the developing world is expected to widen its lead over developed markets over the next five years. Free

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Q&A 6 November 2017

Q: I have $35,000 in a term deposit account, which will eventually go towards a home loan deposit.

More »

The New Criterion

Global Masters Fund (GFL) $2.25 Value conscious investment legend Warren Buffett would be proud of this listed investment

More »

Lazard Outlook

Emerging markets are outperforming in the backdrop of a broadening global recovery, which is boosting demand without yet

More »