Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 225

Edition: 225

1-9 out of 9 results.

Personal feedback on aged care experiences

Alex Denham's article on her father's aged care experiences was the most popular in the newsletter last week, and we reproduce three personal comments which expand on Alex's themes.

Edition 225

  • 3 November 2017

The S&P/ASX300 price index has struggled to breach 6,000 since its 2007 peak, exceeding 5,900 in March 2015 and again this week. It hasn't been below 5,600 since February this year. The range-bound index is dominated by a handful of companies in out-of-favour sectors, and it disguises the big share price winners which are too small to move the index higher.

My four enduring lessons from the 1987 crash

We are not in the heady market conditions of 1987 at the moment, but the biggest problem facing investors will be the urge to panic sell after a major fall, similar to the desire that drives buying at the top.

How state charges can kill investment returns

Want a city car space for $35,000? Property investors face a never-ending stream of costs, and while some are well-known, state government charges often fly under the radar until the bill comes in.

Will millennials change the investment landscape?

Impact investing is moving out of the fringe and into mainstream investing, and the trend is supported by millennials who will soon benefit from a massive wealth transfer.

Limits to a will’s power over an SMSF

Unlike the rest of a person's estate assets, a will has no power over the decisions of trustees of a superannuation fund when it comes to the payment of a death benefit.

Quality ingredients improve both cooking and investing

Home cooking and value investing have much in common. While it takes more time and effort to carefully assemble the right ingredients, the results can pay off over the long run.

Strategy changes for retirement pensions

A lower volatility portfolio may be more aligned to a pension’s investment objectives, and a move from accumulation to pension is the time to review how superannuation is allocated.

Survey results and your views on the outlook

When readers responded to our questions about where the market might be heading over the next 2-3 years, there were more pessimists than optimists.

Most viewed in recent weeks

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

The hidden property empire of Australia’s politicians

With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.

Preparing for aged care

Whether for yourself or a family member, it’s never too early to start thinking about aged care. This looks at the best ways to plan ahead, as well as the changes coming to aged care from November 1 this year.

Our experts on Jim Chalmers' super tax backdown

Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.        

Sponsors

Alliances

© 2025 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.