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Quarter 1 of 2007
Articles
Buckle up even when markets are good
Making a smooth transition to retirement
What it means to be a baby boomer?
Superannuation Simplification Plan
Market Notes - February 2007
Market Update - General - February 2007
Investment Markets Data - To 28th February 07.
‘Cloning' of Trusts
Is your business ready for sale?
Tax pain before super gains
What index record means for investors
Do you have an end game?
Market Notes - January 2007
Market Update - General - January 2007
Investment Markets Data - To 31st January 07.
True performance results - a real reason to celebrate
Christmas Parties - FBT & Income Tax
One of the best gifts you can give your children this year.
Market Notes - December 2006
Market Update - General - December 2006
Investment Markets Data - To 31st December 06.
Investment Markets Data - To 28th February 07.
.

Economic Indicators

Economic GrowthQuarterYear
Australian GDP1.0% (Dec 06)2.8% (to Dec 06)
U.S. GDP (annualised)2.2% (Dec 06)3.1% (to Dec 06)
Inflation
Australian CPI-0.1% (Dec 06)3.3% (Dec 06)
U.S. CPI---2.1 (Jan 07)
Unemployment
Australian Unemployment Rate---4.5% (Jan 07)
U.S. Unemployment Rate---4.6% (Jan 07)
Official Interest Ratesat 28th February 07at 31st January 06
RBA cash rate6.256.25
US Federal Funds Rate5.255.25
10 Year Bond Rates
Australian Interest Rates - 10 year bond yield5.695.94
U.S. Interest Rates - 10 year bond yield4.574.81
Exchange Rates
$A/$USD Exchange Rate0.7880 0.7746
$A/$EUR Exchange Rate0.59650.5961
$A/$GBP Exchange Rate0.40210.3957
$A/$JPY Exchange Rate93.360393.6956

INVESTMENT MARKETS DATA: 

Asset class
Index

1 mth %

3 mth %

6 mth %

1 yr % pa

2 yr % pa

3 yr % pa

5 yr % pa

Australian cash

UBSA bank bill index

0.5

1.6

3.1

6.2

6.0

5.8

5.5

Australian fixed interest

UBSA composite bond index

1.2

1.4

2.8

4.1

5.4

5.5

5.7

International fixed interest

Lehman global aggregate (hedged)

1.3

1.0

3.3

5.4

5.8

6.3

7.6

Australian property

S&P/ASX 300 property trust accum index

-0.5

9.1

20.5

33.5

25.2

25.4

20.1

International property

UBS global investors index ($A hedged)

-0.7

7.4

20.8

33.2

N/a

N/a

N/a

Australian share

S&P/ASX 300 accum index

1.6

7.3

16.6

23.8

23.4

25.4

16.2

International share (unhedged)

MSCI world ex Australia ($A unhedged)

-2.3

2.8

6.8

8.9

14.8

12.6

1.7

International share (hedged)

MSCI world ex Australia ($A hedged)

-1.1

3.7

10.5

14.2

17.5

15.9

10.5

International smaller companies

S&P / Citigroup World <US$1.5bn cap ($A unhedged net div)

-0.6

4.7

9.3

N/a

N/a

N/a

N/a

Global emerging markets

MSCI EM in $A (div reinvested)

-2.3

3.0

13.0

26.9

26.9

25.5

14.8

 

Important information

The information contained in this publication is current at the date of issue and may change over time. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. In preparing this information we did not take into account the investment objectives, financial situation or particular needs of any particular person. Before making an investment decision you need to consider (with or without the assistance of an adviser) whether this information is appropriate to your needs, objectives and circumstances.

 



24th-March-2007

        
FuturePlan Partners Pty Ltd, ACN 097 032 114, Corporate Authorised Representative of
SECURITOR Financial Group Limited, ABN 48 009 189 495, AFSL and Australian Credit License 240687,
Level 7, 530 Collins Street , Melbourne VIC 3000.