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Hot Issues
The little-known rule with huge implications for self-managed super funds
Grappling with the uncertainties of retirement
Change to ATO decision relevant to SMSF in-house assets
Taking a personal perspective on the global super challenge
Some terms defined - Super & Investment
The perils of market-timing and over-confidence
Market Update – 30th September 2014
Hardly a do-it-yourself job
Super insurance: wide coverage, limited understanding
Good financial planning finally has a value: 23% more in retirement
ASIC eyes SMSF loan sign-off
Redesigning retirement incomes policy - from the ground up
Industry terms
Market Update - August 2014
Keeping to super's sole purpose
Taxing times for self-managed super funds
The relationship between SMSFs and their advisers
How family financial planning opened the door to a holistic advice career
Spotlight on your retirement income
Market Update - July 2014
The new 65?
Report reveals 'alarming' super savings stats
Anchors aweigh!
A retiree's choice: super pension or lump sum
Articles archive
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
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Quarter 4 October - December 2011
Quarter 3 July - September 2011
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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 April - June 2006
Quarter 1 of 2008
Articles
Good times to return, date to be advised
Fed offers $US100 billion more to banks
Reality strikes.
Wash Sales
Investment Markets Data - To 29th February 2008.
Face the reality of super savings
Inflation tipped to stay above target.
Tax Changes under Labor
Investment Markets Data - To 31st January 2008.
Market Update.
How investors will be impacted by a Rudd Government
Stage two of the super revolution.
Investment Markets Data - To 31st December 2007.
Investment Markets Data - To 31st January 2008.
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Economic Indicators

Economic GrowthQuarterYear
Australian GDP1.0% (Sept 07)4.3% (to Sept 07)
U.S. GDP (annualised)0.6% (Dec 07)2.5% (to Dec 07)
Inflation
Australian CPI0.9% (Dec 07)3.0% (Dec 07)
U.S. CPI---4.1% (Dec 07)
Unemployment
Australian Unemployment Rate---4.3% (to Dec 07)
U.S. Unemployment Rate---4.9% (to Jan 07)
Official Interest Ratesat 31st January 08at 31st December 07
RBA cash rate6.756.75
US Federal Funds Rate3.004.25
Bank of Japan0.500.50
European Central Bank4.004.00
Bank of England5.505.50
10 Year Bond Rates
Australian Interest Rates - 10 year bond yield6.096.33
U.S. Interest Rates - 10 year bond yield3.604.03
Exchange Rates
$A/$USD Exchange Rate0.8924 0.8781
$A/$EUR Exchange Rate0.60270.6006
$A/$GBP Exchange Rate0.44890.4411
$A/$JPY Exchange Rate94.884498.0914

INVESTMENT MARKETS DATA: 

Investment market performance to 31st January 2008

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

0.6

1.8

3.5

6.8

6.4

6.2

5.8

Australian fixed interest

UBSA composite bond index

1.2

1.5

2.3

4.2

3.8

4.5

4.6

International fixed interest

Lehman global aggregate (hedged)

1.8

3.5

6.4

8.5

6.4

6.2

6.8

Australian property

S&P/ASX 300 property trust accum index

-14.3

-25.2

-17.8

-23.3

3.2

5.6

11.2

International property

UBS global investors index ($A hedged)

-3.2

-15.2

-9.5

-23.2

3.2

N/a

N/a

Australian share

S&P/ASX 300 accum index

-11.0

-15.8

-6.5

1.5

11.5

15.8

18.7

International share (unhedged)

MSCI world ex Australia ($A unhedged)

-9.1

-9.0

-9.5

-14.0

-1.2

5.3

6.2

International share (hedged)

MSCI world ex Australia ($A hedged)

-8.0

-12.6

-8.0

-4.4

5.3

11.1

15.8

International smaller companies

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

-10.0

-14.1

-17.5

-20.1

N/a

N/a

N/a

Global emerging markets

MSCI EM in $A (div reinvested)

-13.9

-15.3

-5.4

7.0

10.9

23.2

22.8

 

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.

 



18th-February-2008

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