Financial Tools
  Client Portfolio Access
  New Client Kit
  Enquiry / Seminar Registration
Hot Issues
Good financial planning finally has a value: 23% more in retirement
The new 65?
Report reveals 'alarming' super savings stats
Anchors aweigh!
A retiree's choice: super pension or lump sum
Fundamentals for investing success
Market Update - June 2014
Messages Worth Remembering
Workforce rides the 'silver tsunami'
ATO outlines SuperStream concerns for SMSFs
Help investor's to save $82 per week
Super dollars
Market Update - May 2014
Market Update - April 2014
How familiar are you with this graph?
Federal Budget 2014-15 - Overview
Federal Budget 2014-15 - Overview of main responsibilities
Federal Budget Papers 2014-15
Keeping a close watch on contribution caps
Any changes to the Age Pension make saving through super crucial: ASAF
New insights into women and super
Keeping super in the family
Afternoon Thoughts (US, Asia and Europe)
Market Update - March 2014
Articles archive
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 April - June 2006
Quarter 2 of 2009
Articles
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
Investment Markets Data - To 31st May 2009.
Salary-sacrificed super: the new frontier
Why don't stocks begin trading at the previous day's closing price?
Budget winds back the clock on super
Some definitions
The Buffett way to measure your portfolio's success
Budget 2009-10   -   Overview, Summary, Papers.
A powerful search engine resides on this website.
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.
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

  Financial Advisor | Financial Planner | Financial Adviser | Financial Planning | Financial Planner Sydney