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Eureka Report Archive 
 Eureka Report Articles 2009 Archive 

23/12/2009 - Something you must know about 2010 - As we head for a new year, investors should take a contrarian approach (and consider some international shares).

07/12/2009 - Value the sector not the stock - Companies undervalued by the market can reward investors, but they can also trap the unwary.


02/12/2009 - AMP + AXA = Bad for investors - The investment monster that would be created by merging AMP and AXA would mean bad news for investors.

18/11/2009 - Who's behind your financial adviser - Too often, consumers think they are getting ?independent' financial advice when in fact it is a brand belonging to the big six.

28/10/2009 - Buffett's three commandments - Heeding the Gospel according to Warren would have helped investors avoid crippling losses.

14/10/2009 -
Why executive pay doesn't matter (to shareholders) - Fat pay packets for chief executives have little effect on share prices or earnings.

28/09/2009 - Winning in the retirement risk zone - Minor changes to retirement plans can have a big impact on your situation.

14/09/2009 - What about me? I want my share - Rights issues that put retail investors on the same footing as institutions would be fairer and should be the template for capital raisings.


26/08/2009 - Active funds' dark secret -
Actively managed funds promise market-beating performances, but often have trouble just keeping pace.

14/08/2009 - Why MTAA's wheels fell off - The 25% fall by what had been a stellar performer fuels critics arguments against its 'alternative asset' model.

07/08/2009 -
Can small caps stay ahead? - Small caps deserve a place in portfolios, but investors should not judge them on this year's performance alone.

22/07/2009 -
Did ANZ short-change its loyal shareholders? - The discount was not deep on ANZ's capital raising, and shareholders were limited in the parcel they could take. The bank should have chosen a fairer system.

13/07/2009 -
Shares or cash? Look to the long term - Historically, the Australian share investments have had a premium of better than 6% over a simple investment in a cash account.


07/07/2009 - Recycle your debt - Balancing tax-deductible and non-deductible loans, or 'recycling debt', is an easier way to pay off a mortgage and build an investment portfolio.

 

01/07/2009 - Should you follow the index? - Setting up your portfolio to track the market index means you won't get ahead of the pack, but ensures you won't trail it, either.

01/07/2009 - A lotto winner's handbook - The first thing you should do when you receive a windfall is resolve not to make any hasty decisions.

 

24/06/2009 - Who can I complain to? - The last thing investors need in the current climate is bad advice. There are places to turn.

29/05/2009 - Dangers lurk in MIS badlands - Investors should tread warily on MIS schemes, characterised by a lack of information, data and success.

 

13/05/2009 - Time to look beyond super - New restrictions on super will prompt investors to pursue strategies outside superannuation.

 

06/05/2009 - Inflation-linked bonds need just one ingredient - Inflation-linked bonds, likely in the budget, might not be as exciting an opportunity as the concept suggests.

 

24/04/2009 - Timbercorp's fall reverberates - Timbercorp going into administration is a sobering reminder to investors of the relationship between risk and reward.

24/04/2009 - Quoted in Investors warm to index funds article - The cheaper fees charged by index funds mean they are still attractive in a falling market.

06/04/2009 - Benefits soften retirees' landing - A bright note for retirees watching assets and interest rates fall is that they may be eligible for a pension or benefits.

01/04/2009 - DIY funds get a little good news - A change in the way PAYG tax is calculated and levied offers some relief for DIY funds.

18/03/2009 - How franking has boosted your returns - Investors' returns have been lifted by an average 18% in 10 years by franking credits.

11/03/2009 - Franking credits in the firing line - A threatened cut to franking credits would affect the attractions of DIY super and Australians' retirement savings.

18/02/2009 - Reprieve on SMSF pensions - Halving the minimum pension requirement for SMSF pensions will help people avoid having to sell growth assets.

 

04/02/2009 - Review your strategy ... and portfolio - Investors might need to move quickly to make the most of this week's interest rate cut and the government's massive stimulus package.

 

15/01/2009 - Funds structure in big trouble - Invented by hedge funds and embraced in by wider investment circles, the fund of funds structure is now under fire.

 
Scott Francis' articles in the Eureka Report 

Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

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