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Utegate dominates
Maximising the tax free portion of a super fund in times of market down turn.
Super catch-up
SMSF strategies for low income earners
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Salary-sacrificed super: the new frontier
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Investment Markets Data - To 31st March 2009.
Investment Markets Data - To 31st May 2009.
.

Economic Indicators

 

Economic GrowthQuarterYear
Australian GDP0.4% (March 09)1.2% (March 09)
U.S. GDP (annualised)-6.3% (March 09 annualised)-5.7% (March 09)
Inflation
Australian CPI0.1% (March 09)2.5% (March 09)
U.S. CPI0.9% (April 09 annualised)-0.7% (Apr 09)
Unemployment
Australian Unemployment Rate5.5% (April 09)4.2% (April 08)
U.S. Unemployment Rate8.9% (April 09)5.0% (April 08)
Official Interest Ratesat 31st May 09at 30th April 09
RBA cash rate3.003.00
US Federal Funds Rate0.250.25
Bank of Japan0.100.10
European Central Bank1.001.25
Bank of England0.500.50
10 Year Bond Rates
Australian Interest Rates - 10 year bond yield5.284.57
U.S. Interest Rates - 10 year bond yield3.463.12
Exchange Rates
$A/$USD Exchange Rate0.80050.7347
$A/$EUR Exchange Rate0.56550.5544
$A/$GBP Exchange Rate0.49640.4958
$A/$JPY Exchange Rate76.407072.2835

INVESTMENT MARKETS DATA: 

Investment market performance to 31st May 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

0.8

1.9

5.9

6.5

6.5

6.2

Australian fixed interest

UBSA composite bond index

-0.7

-0.6

0.8

11.8

7.7

6.6

6.3

International fixed interest

Barclays capital global agg (hedged) index

0.4

2.1

4.3

8.8

8.2

7.5

7.1

Australian property

S&P/ASX 300 A-REIT index

4.2

11.2

-24.7

-51.1

-42.8

-22.8

-9.3

Global property

UBS global investors index ($AUD hedged) index

3.6

27.2

0.4

-49.1

-36.4

-18.2

n/a

Australian share

S&P/ASX 300 accum index

1.5

15.9

5.1

-29.2

-18.7

-4.5

6.5

International share (unhedged)

MSCI world ex Australia ($AUD unhedged) index

0.1

3.8

-10.7

-22.2

-19.5

-9.9

-1.9

International share (hedged)

MSCI world ex Australia ($AUD hedged) index

5.7

23.6

5.7

-34.1

-21.7

-8.4

0.8

International smaller companies

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

0.9

9.7

-2.7

-22.8

-22.8

-13.2

n/a

Global emerging markets

MSCI EM in $AUD (div reinvested) index

7.5

24.7

20.9

-21.8

-9.1

1.3

12.5

 

 

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.

 

 



20th-June-2009

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