Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 19

Edition: 19

1-6 out of 6 results.

Edition 19

  • 14 June 2013

Global trends in managed funds, the Banking and Finance Oath, inflation's impact on retirement, it's time for a tax check and how do you behave as an investor?

Understand yourself before you understand the market

How people behave and react can have a significant impact on their overall success as an investor. It pays to understand your own emotional responses.

Health check for end-of-year tax planning

It's time to conduct a detailed financial review of your tax affairs, focusing on your marginal tax rate, delaying receipts and advancing expenditures. Two weeks from now, it will be too late for another year.

Overview of global fund investment trends

The big global trends in funds management are a move from equities to fixed interest, from active to index, a reduction in fund commissions, and increased dominance of the biggest managers.

Historical real return outcomes based on current default portfolios

The biggest threat to a retirement portfolio is loss of value in real terms. The superannuation industry should focus on real returns and real volatility before inflation strikes again.

The Banking and Finance Oath is a tough ask

The Oath has laudable aims which everyone in the banking and finance industry should support. But the public will take some convincing, and maybe some executives are not believers either.

Most viewed in recent weeks

The ultimate superannuation EOFY checklist 2026

Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.

Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Lithium's rally is real this time – but no-one trusts it

The lithium rally mirrors the early-2010s tech stock surge, with demand set to double by 2030. Supply has been slow to respond, creating a market deficit for future tech like humanoid robotics and solid-state batteries.

Welcome to Firstlinks Edition 662 with weekend update

The debate over the budget is increasingly shaped by frustration and perceptions of unfairness, rather than clear-eyed assessment of policy outcomes.

Two months into retirement

A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.

Sponsors

Alliances

© 2026 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.