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  • Liam Shorte

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All posts tagged CBA

Current Views on the Big 4 Aussie Banks for SMSF Investors


Outlook for Big 4 Banks

Plenty out there in the media about the results of the Big 4 Aussie Banks, CBA, NAB , Westpac and ANZ. As this is an education blog I always like to see how the global fund managers (with a strong Aussie equities team) view our banks as they do not tend to have that home country bias and their views are refreshing. So here are a few videos from the team at Franklin Templeton. Not plugging their product just like their educational material and market insights.

As the Australian banking sector continues to experience challenges in response to market and regulatory drivers, we thought it would be timely to catch up with Alastair Hunter, Lead Analyst and Investment Manager at Balanced Equity Management (owned by Franklin Templeton Investments) for his latest perspectives on the Australian banking sector.

Views on the Big 4 Banks – Watch Video (4.54)

Here Alastair talks us through the key factors he identifies as driving bank share prices from capital requirements through to dividend sustainability, and the Franklin Templeton team’s preferred overweights in the sector.

Impact of Brexit and FinTech on Australian Banks – Watch Video(4:54)
In this video, Alastair discusses the direct and indirect impacts on the sector from the Brexit referendum and some of the potential ramifications for bank funding costs from changing dynamics in international markets. He also considers some of the factors impacting on the sector from new Fintech entrants and how the banks may adopt new technologies to drive innovation for their benefit.

Disclaimer: Franklin Templeton Investments Australia Limited (ABN 87 006 972 247) (Australian Financial Services Licence Holder No. 225328) issues this publication for information purposes only and not investment or financial product advice. It expresses no views as to the suitability of the services or other matters described herein to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision. A Product Disclosure Statement (PDS) for any Franklin Templeton funds is available from Franklin Templeton at Level 19, 101 Collins Street, Melbourne, Victoria, 3000 or www.franklintempleton.com.au or by calling 1800 673 776. The PDS should be considered before making an investment decision.

I hope this guidance has been helpful and please take the time to comment. Feedback always appreciated. Please reblog, retweet, like on Facebook etc to make sure we get the news out there. As always please contact me if you want to look at your own options. We have offices in Castle Hill and Windsor but can meet clients anywhere in Sydney or via Skype. Just click the Schedule Now button up on the left to find the appointment options.

Liam Shorte B.Bus SSA™ AFP

Financial Planner & SMSF Specialist Advisor™

SMSF Specialist Adviser 

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by SMSF Coach - Liam Shorte on August 12, 2016  •  Permalink
Posted in Franking Credits, Results Season
Tagged Account Based Pension, Alzheimer's, ANZ, Aussie Banks, Australian Banks, banking sector, Banks, Baulkham Hills, Big 4, budget, Castle Hill, CBA, Corporate results, dementia, DIY Super, Dural, Enduring Power of Attorney, EPoA, Estate Planning, fintech, Hawkesbury, Incapacity, income planning, Investment, Investment Strategy, NAB, outlook, pension phase, Pensions, powers of attorney, property, reporting season, Sector Outlook, Self Managed Superannuation Fund, SMSF, Tax Free Pensions, Tax Planning, Transition, Transition to Retirement, Westpac

Posted by SMSF Coach - Liam Shorte on August 12, 2016

https://smsfcoach.com.au/2016/08/12/current-views-on-views-on-the-big-4-aussie-banks-for-smsf-investors/

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