Saturday 9 Nov 2024
Latest Financial Planning News
Hot Issues
ATO reviewing all new SMSF registrations to stop illegal early access
Compliance documents crucial for SMSFs
Investment and economic outlook, October 2024
Leaving super to an estate makes more tax sense, says expert
Be clear on TBA pension impact
Caregiving can have a retirement sting
The biggest assets growth areas for SMSFs
20 Years of Silicon Valley Trends: 2004 - 2024 Insights
Investment and economic outlook, September 2024
Economic slowdown drives mixed reporting season
ATO stats show continued growth in SMSF sector
What are the government’s intentions with negative gearing?
A new day for Federal Reserve policy
Age pension fails to meet retirement needs
ASIC extends reportable situations relief and personal advice record-keeping requirements
The Leaders Who Refused to Step Down 1939 - 2024
ATO encourages trustees to use voluntary disclosure service
Beware of terminal illness payout time frame
Capital losses can help reduce NALI
Investment and economic outlook, August 2024
What the Reserve Bank’s rates stance means for property borrowers
How investing regularly can propel your returns
Super sector in ASIC’s sights
Most Popular Operating Systems 1999 - 2022
Treasurer unveils design details for payday super
Government releases details on luxury car tax changes
Our investment and economic outlook, July 2024
Striking a balance in the new financial year
The five reasons why the $A is likely to rise further - if recession is avoided
What super fund members should know when comparing returns
Insurance inside super has tax advantages
Are you receiving Personal Services Income?
It’s never too early to start talking about aged care with clients
Taxing unrealised gains in superannuation under Division 296
Capacity doubts now more common
Articles archive
Quarter 3 July - September 2024
Quarter 2 April - June 2024
Quarter 1 January - March 2024
Quarter 4 October - December 2023
Quarter 3 July - September 2023
Quarter 2 April - June 2023
Quarter 1 January - March 2023
Quarter 4 October - December 2022
Quarter 3 July - September 2022
Quarter 2 April - June 2022
Quarter 1 January - March 2022
Quarter 4 October - December 2021
Quarter 3 July - September 2021
Quarter 2 April - June 2021
Quarter 1 January - March 2021
Quarter 4 October - December 2020
Quarter 3 July - September 2020
Quarter 2 April - June 2020
Quarter 1 January - March 2020
Quarter 4 October - December 2019
Quarter 3 July - September 2019
Quarter 2 April - June 2019
Quarter 1 January - March 2019
Quarter 4 October - December 2018
Quarter 3 July - September 2018
Quarter 2 April - June 2018
Quarter 1 January - March 2018
Quarter 4 October - December 2017
Quarter 3 July - September 2017
Quarter 2 April - June 2017
Quarter 1 January - March 2017
Quarter 4 October - December 2016
Quarter 3 July - September 2016
Quarter 2 April - June 2016
Quarter 1 January - March 2016
Quarter 4 October - December 2015
Quarter 3 July - September 2015
Quarter 2 April - June 2015
Quarter 1 January - March 2015
Quarter 4 October - December 2014
Quarter 3 July - September 2014
Quarter 2 April - June 2014
Quarter 1 January - March 2014
Quarter 4 October - December 2013
Quarter 3 July - September 2013
Quarter 2 April - June 2013
Quarter 1 January - March 2013
Quarter 4 October - December 2012
Quarter 3 July - September 2012
Quarter 2 April - June 2012
Quarter 1 January - March 2012
Quarter 4 October - December 2011
Quarter 3 July - September 2011
Quarter 2 April - June 2011
Quarter 1 January - March 2011
Quarter 4 October - December 2010
Quarter 3 July - September 2010
Quarter 2 April - June 2010
Quarter 1 January - March 2010
Quarter 4 October - December 2009
Quarter 3 July - September 2009
Quarter 2 April - June 2009
Quarter 1 January - March 2009
Quarter 4 October - December 2008
Quarter 3 July - September 2008
Quarter 2 April - June 2008
Quarter 1 January - March 2008
Quarter 4 October - December 2007
Quarter 3 July - September 2007
Quarter 2 April - June 2007
Quarter 1 January - March 2007
Quarter 4 October - December 2006
Quarter 3 July - September 2006
Quarter 2 of 2009
Articles
Maximising the tax free portion of a super fund in times of market down turn.
Super catch-up
Investment Markets Data - To 31st May 2009.
Master trusts outperform industry funds
Rising shares keep super losses in check
Salary-sacrificed super: the new frontier
Autumn Newsletter 2009
Budget winds back the clock on super
The Buffett way to measure your portfolio's success
Budget 2009/10 - Overview, Summary, Papers.
Fix the super shortfall
Turning back the clock
A survival plan for a retiree's worst nightmare
What are dividend reinvestment plans?
Gone Fishin'
Government Stimulus Package - Summary
Investment Markets Data - To 31st March 2009.
We still have faith in the system
Diving in and out won’t catch the wave
Be prepared - it pays
Investment Markets Data - To 31st March 2009.
.

Economic Indicators


Economic GrowthQuarterYear
Australian GDP0.1% (Dec 08)1.2% (Dec 08)
U.S. GDP (annualised)-6.8% (Dec 08 annualised)-0.1% (Dec 08)
Inflation
Australian CPI-0.30.9ch % (Dec 08)3.7% (Dec 08)
U.S. CPI-0.5% (Feb 09 annualised)--0.2% (Feb 09)
Unemployment
Australian Unemployment Rate4.8% (Jan 09)compare 4.1% (Jan 08)
U.S. Unemployment Rate8.1% (Feb 09)compare 4.8% (Feb 08)
Official Interest Ratesat 31st March 09at 28th Feb 09
RBA cash rate3.253.25
US Federal Funds Rate0.250.25
Bank of Japan0.100.10
European Central Bank1.502.00
Bank of England0.501.00
10 Year Bond Rates
Australian Interest Rates - 10 year bond yield4.424.40
U.S. Interest Rates - 10 year bond yield2.673.02
Exchange Rates
$A/$USD Exchange Rate0.69480.6390
$A/$EUR Exchange Rate0.52330.5044
$A/$GBP Exchange Rate0.48470.4463
$A/$JPY Exchange Rate68.625462.353

INVESTMENT MARKETS DATA: 

Investment market performance to 31st march 2009


Asset class

Index

1 mth %

3 mths %

6 mths %

1 yr % pa

2 yr % pa

3 yr % pa

5 yr % pa

Australian cash

UBSA bank bill index

0.3

1.0

2.7

6.7

6.8

6.6

6.3

Australian fixed interest

UBSA composite bond index

0.1

0.3

6.6

12.8

8.4

6.8

6.4

International fixed interest

Barclays capital global agg (hedged) index

1.1

0.6

5.5

7.0

7.5

7.1

6.6

Australian property

S&P/ASX 300 A-REIT index

0.4

-24.1

-49.3

-58.1

-43.6

-25.8

-10.3

Global property

UBS global investors index ($AUD hedged) index

2.9

-24.5

-53.5

-57.9

-42.6

-25.2

n/a

Australian share

S&P/ASX 300 accum index

8.1

-1.8

-20.0

-29.8

-19.3

-7.4

5.4

International share (unhedged)

MSCI world ex Australia ($AUD unhedged) index

-1.4

-11.9

-21.9

-24.5

-19.7

-13.2

-1.8

International share (hedged)

MSCI world ex Australia ($AUD hedged) index

6.1

-10.3

-30.8

-38.7

-24.9

-13.9

-2.1

International smaller companies

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

-0.7

-11.7

-25.7

-29.2

-25.3

-18.3

n/a

Global emerging markets

MSCI EM in $AUD (div reinvested) index

5.2

1.3

-17.0

-30.5

-13.6

-7.4

7.9


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.

 

 



17th-April-2009