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
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 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 31st January 07.
.

Economic Indicators:

Economic GrowthQuarterYear
Australian GDP0.3% (Sept 06)2.2% (to Sept 06)
U.S. GDP (annualised)3.5% (Dec 06)3.4% (to Dec 06)
Inflation
Australian CPI-0.1% (Dec 06)3.3% (Dec 06)
U.S. CPI---2.5 (Dec 06)
Unemployment
Australian Unemployment Rate---4.6% (Dec 06)
U.S. Unemployment Rate---4.6% (Dec 06)
Official Interest Ratesat 31st January 07at 31st December 06
RBA cash rate6.256.25
US Federal Funds Rate5.255.25
10 Year Bond Rates
Australian Interest Rates - 10 year bond yield5.945.88
U.S. Interest Rates - 10 year bond yield4.814.70
Exchange Rates
$A/$USD Exchange Rate0.7746 0.7882
$A/$EUR Exchange Rate0.59610.5977
$A/$GBP Exchange Rate0.39570.4027
$A/$JPY Exchange Rate93.695693.9182

INVESTMENT MARKETS DATA: 

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

0.5

1.6

3.2

6.1

5.9

5.8

5.4

Australian fixed interest

UBSA composite bond index

0.5

0.9

2.7

3.5

4.7

5.5

5.6

International fixed interest

Lehman global aggregate (hedged)

0.0

0.6

3.5

4.4

5.0

6.3

7.5

Australian property

S&P/ASX 300 property trust accum index

2.4

15.6

25.8

38.9

23.9

26.8

20.3

International property

UBS global investors index ($A hedged)

5.5

12.8

25.3

38.7

N/a

N/a

N/a

Australian share

S&P/ASX 300 accum index

1.9

8.1

18.5

22.5

23.8

26.1

15.6

International share (unhedged)

MSCI world ex Australia ($A unhedged)

3.0

5.6

12.5

13.4

16.5

13.6

1.6

International share (hedged)

MSCI world ex Australia ($A hedged)

2.0

6.1

14.7

16.0

19.7

17.1

10.5

International smaller companies

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

3.4

6.7

13.5

N/a

N/a

N/a

N/a

Global emerging markets

MSCI EM in $A (div reinvested)

0.7

11.0

19.0

14.9

32.2

27.8

15.3

 

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-2007