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Morgans Financial Limited
Phone: +61 1800 777 946
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25.01.2022 The 2020 Noosa Mining and Exploration Investor Conference will be held on 11-13 November this year. The event will still be held at Peppers Noosa Resort & Villas. Morgans clients can attend the conference for free in person (limited availability) or virtually. Be sure to register your attendance at https://morgans.com.au//upcom/Noosa-Mining-Conference-2020.
24.01.2022 Our research analysts re-set their sector views, strategies and preferred picks in light of ongoing COVID-19 risks to the economy. View the Morgans blog to find out which sectors they believe will drive the best gains. We remind investors to look through the noise and adjust their strategies to prepare for opportunities as the market turns its attention to the fundamentals and the reality of countries having to coexist with COVID-19.
24.01.2022 Today is RSPCA's Give to Get Them Home day. For one day only, every donation will be quadrupled. As a proud supporter of the work of the RSPCA, the Morgans Foundation will be donating $25,000. To donate or find out more, visit charidy/rspcaqld.
21.01.2022 As a proud supporter of the work of the RSPCA QLD, Morgans participated in the annual #RSPCACupcakeDay and were fortunate to have beautiful Coby from RSPCA Wacol Animal Care Campus drop in for a visit. Over $600 was raised and the Morgans Foundation have agreed to match this donation.
20.01.2022 Fantastic effort for a really good cause. Well done to the Youngcare Australia team and everyone who donated.
20.01.2022 The 2020 Federal Budget is touted as an 'Economic Recovery Plan for Australia'. We summarise the measures that have been proposed in this year's Federal Budget from a wealth management perspective, including tax, superannuation, social security and small business. Watch the video below or find out more on the Morgans blog: https://bit.ly/3jHugNE
18.01.2022 Congratulations to Senior Analysts Nathan Lead, Belinda Moore, Richard Coles and Nick Harris who have been recognised in the Refinitiv Starmine Analyst Awards for 2020. A fantastic achievement which continues the tradition of our research team consistently ranking in the awards, going back many years.
18.01.2022 We were proud to join Youngcare Australia on Friday and support their Y Women fundraising lunch. Thank you Youngcare for the opportunity to raise funds for such a worthy cause.
16.01.2022 "Not since Ben Chifley, has there been a vision of Australian national recovery on a scale such as now contemplated by Scott Morrison and Josh Frydenberg." Our Chief Economist Michael Knox outlines his thoughts on the 2020 Federal Budget, which he says is much more than an annual Budget it is a multi-year program for national recovery.
13.01.2022 Is the 2021 Federal Budget 'the budget for women and battlers' or, as many describe it, 'the pandemic budget part two?' We answer this and more on our blog, where we review the budget from a wealth management perspective. Read now at https://bit.ly/2RP7bQa.
12.01.2022 In our latest edition of Investment Watch, we cover the outlook for Banks, Retail, Telco and Property. We continue to expect the markets to make further gains, but we are preparing for a more turbulent ride ahead. We also pick apart the opportunities in the Listed Investment Trusts and update our Asset Allocation benchmarks. Get your copy here: https://bit.ly/30WlqEn
11.01.2022 This Thursday is Youngcare Australia's Giving Day 2020. Every donation will be doubled. The Morgans Foundation will be donating $10,000 on the day to help Youngcare provide independence, choice, and dignity to young people with high care needs. If you'd like to donate, please visit the link below.
11.01.2022 The 2021-22 Budget follows up on the pivot in strategy delivered at the 2020-21 Budget in October, putting aside balance sheet repair in favour of tax relief and fiscal expansion. Morgans Strategist Andrew Tang discusses the market implications of a Budget that has something for everyone. Read more on our blog at https://bit.ly/3hlQRRQ.
11.01.2022 The latest episode of Bank to the Future is with Mario Hasanakos, Co-founder of @Spriggy. Spriggy is Australia's most loved pocket money app and card and has over 400,000 users or 2% of Australian families. Spriggy has processed over $50m of pocket money this year. Mario also chats about technology, money, education and future trends. Listen to full podcast here, hosted by Morgans Adviser Chris Titley: https://bit.ly/3lZ48zo
10.01.2022 Which stocks made our Best Ideas list this month? Hear from Equity Strategist Andrew Tang below or access the full list on the Morgans blog: https://bit.ly/350Wz3A
10.01.2022 We are thrilled to have been named Dealer Group of the Year in this year's ifa Excellence Awards. Thank you to the ifa and most importantly to our valued clients and staff. It’s an honour and a privilege to have you as part of the Morgans community. As a dealer group, our focus is centred on providing our clients with an exceptional personalised service and we put that at the forefront of everything we do. More information about this award can be found on our website (https://bit.ly/32aa7sS)
09.01.2022 Morgans has been named Best Australasian Retail Broker at Australasian Investor Relations Association (AIRA)'s 2021 Best Practice Investor Relations Awards. We are thrilled to receive this award, which was accepted by Morgans Sydney Director Lisa Shand earlier today. Visit our website to find out more.
08.01.2022 Self-managed superannuation funds (SMSFs) have become the superannuation fund vehicle of choice for many Australians. However, despite the control, involvement and flexibility an SMSF can provide, you need to ask yourself the following questions before deciding if an SMSF is right for you.
08.01.2022 No doubt that there's a lot of uncertainty in markets at the moment. In our latest edition of Investment Watch we explain how we are positioning ourselves during this current heightened volatility. We also look at the implications of lower interest rates on the Australian market. Download your copy here: https://bit.ly/32ocxEE
07.01.2022 Hamish Douglass, Chairman & CIO of Magellan Financial Group, recently caught up with Morgans Adviser Tim Evans. Hamish covers a wide range of topics including the likelihood of inflation returning and the importance of valuation, compounding and people, as well as the upcoming US election.
06.01.2022 COVID-19 continues to be the prime influence on the investment outlook. At present, the consensus view among forecasters remains that both the global and domestic economies will recover in 2021, which means those sectors previously most affected by COVID-19 lockdowns could regain some lost ground. This month we discuss the key themes out of reporting season and explore the economic outlook as the world heals from the COVID-19 pandemic.... Download your copy online or speak with your Morgans adviser.
05.01.2022 Covid-19 Vaccine Where are they now? Listen to the full podcast on the Morgans blog: https://bit.ly/31fIcaH
03.01.2022 Our refreshed Morgans Best Ideas list for September highlights standout opportunities following the FY20 reporting season. Access our full list of most preferred stocks via the Morgans blog: https://bit.ly/3ixt6np
03.01.2022 What do you need to do to get your financial house in order before 30 June? We highlight five tax planning tips to consider from an investment perspective.
01.01.2022 Changes to superannuation come into effect on 1 July 2021. Terri Bradford, Morgans Director of Wealth Management, outlines what you need to know regarding superannuation contribution thresholds, your total super balance, pension transfer balance cap and more. View more detail on the Morgans blog: https://www.morgans.com.au//Superannuation-Changes-From-1-
01.01.2022 The 'Not-for-Profit Investment Update Spring 2020' is now available. This edition features how ESG issues are becoming more important in investing, why Australian Unity focus on wellbeing, community initiatives aligned with the Morgans Foundation, and much more. View the document here: http://bit.ly/Non-For-Profit-Spring-2020
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