Editorial

Portfolio manager profile: Paul Cuddy, Bennelong Australian Equity Partners

Stock prices are driven by earnings. The greatest returns come from companies that can deliver positive earnings surprises relative to market expectations, according to B...

Editorial

Portfolio manager profile: Monik Kotecha, Insync Funds Management

Companies that are operating in growing markets, which have low levels of debt, pricing power and generate significant amounts of free cash and give most of that back to ...

Editorial

Portfolio manager profile: David Pace, Greencape Capital

David Pace is a portfolio manager at Greencape Capital. He previously spent 13 years at Merrill Lynch Investment Managers where he ran the MLIM High Conviction Strategy f...

Editorial

Portfolio manager profile: John Campbell, Avoca Investment Management

John Campbell has worked in Australian equities for 22 years on both the sell and buy side, primarily in an equity research capacity. Prior to setting up Avoca, his most ...

Editorial

Government and financial planners face FOFA stalemate

The Government's pursuit of its FOFA reforms has degenerated into trench warfare, with the financial planning industry 'digging in' to fight the changes. ...

Editorial

The FOFA freight train picks up speed

While financial planners have warned that the FOFA changes will be significant, Mike Taylor reports that the Government does not see that as an impediment to achieving it...

Editorial

Keeping inflation in check

Stephen Hart examines the rising cost of living and ways to protect clients against a rise in both the consumer price index (CPI) and its volatility....

Editorial

Personal deductible contributions: it’s all in the timing

Rachel Leong explains how the retirement date, withdrawals and the timing of Section 290-170 notices can have a great impact on the amount of deductions that can be claim...

Editorial

True blue bonds

Why invest in term deposits or global bonds when you can invest in Aussie bonds and get a better return? Jeff Brunton reports....

Editorial

Is it time for investors to come out of hibernation?

Investors remain nervous and are still heavily invested in cash, but are they doing the right thing? How serious is the threat of macro issues, and when will it be the ri...

Editorial

Hoping for the best from FOFA but expecting the worst

Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...

Editorial

FOFA's air of inevitability

Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...