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Welcome to the latest edition of the Finovia newsletter. In this edition we discuss the recently handed down Australian Federal budget, superannuation strategies and much more. If you missed our last edition, you can read it by
clicking here.
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A year end boost for your super |
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30 June is the deadline for a number of key super strategies – making now a good time to boost your super tax-effectively. The tax advantages of super make it an attractive investment option for anyone looking to grow their savings for retirement.
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Savings in paying health insurance upfront |
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The Labour Government policy to means test the Private Healthcare Rebate will take effect from July 1st 2012.
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Wine Talk - A look at the first quarter
of 2012 |
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We have approached the father and daughter team at La Vigna wines to provide us with some insights in to the best wine picks for the season. Read about some interesting findings from Anne Marie and her wine tasting adventures from around the country.
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Index / Indicator AUSTRALIAN EQUITIES |
30/04/12 |
Change 1 Month |
Change 12 Months |
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ASX200 Accumulation Index |
33,950.9 |
1.4% |
-4.4% |
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ASX200 Resources (Accum) |
23,311.4 |
unch. |
-19.7% |
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ASX200 Industrials (Accum) |
58,933.6 |
2.0% |
3.0% |
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INTERNATIONAL EQUITIES |
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MSCI World Index |
328.7 |
-1.4% |
-7.9% |
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S&P500 (USA) |
1,397.9 |
-0.8% |
2.5% |
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FTSE 100 (UK) |
5,737.8 |
-0.5% |
-5.5% |
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Nikkei 225 (Japan) |
9,520.9 |
-5.6% |
-3.3% |
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Shanghai Composite (China) |
2,396.3 |
5.9% |
-17.7% |
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CURRENCY |
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A-Dollar / US-Dollar |
1.0453 |
0.5% |
-4.1% |
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Trade Weighted Index |
77.0 |
0.1% |
-2.4% |
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FIXED INTEREST |
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Aust 90 Day Bank Bills |
4.05% |
-29bp |
-62bp |
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Aust 10 Year Govt Bonds |
3.68% |
-40bp |
-175bp |
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US 10 Year Govt Bonds |
1.94% |
-30bp |
-138bp |
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| Market Wrap | |
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Investment markets presented a mixed picture in April. Much like the weather at this time of the year, investor sentiment frequently changed direction.
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| Budget Update 2012 | |
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Federal Treasurer Wayne Swan has handed down a Budget that promises to deliver a surplus of $1.5 billion in 2012-13.
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Keep up to date by subscribing. Our e-newsletter is sent out regularly and features financial advice from leading professionals.
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Finovia Pty Ltd
Level 23 Bourke Place, 600 Bourke Street
Melbourne Victoria 3000
AFSL 230662 ABN 31 007 353 068
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Telephone (03) 9834 5000
Facsimile (03) 9321 6333
plan@finovia.com.au
www.finovia.com.au
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This publication has been compiled by Finovia Pty Ltd ABN 31 007 353 068 AFSL 230662 (Finovia). This publication is current as at time of preparation May 2012. Past performance is not a reliable indicator of future performance. Any outlooks in this publication are predictive in character. Whilst every effort has been taken to ensure that the assumptions on which the outlooks given in this publication are based are reasonable, the outlooks may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from our outlooks. Material contained in this publication is an overview or summary only and it should not be considered a comprehensive statement on any matter nor relied upon as such. The information and any advice in this publication do not take into account your personal
objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. This publication may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. Finovia is not responsible for such material. To the maximum extent permitted by law: (a) no guarantee, representation or warranty is given that any information or advice in this publication is complete, accurate, up-to-date or fit for any purpose; and (b) neither Finovia, nor any member of the Finovia group of companies, is in any way liable to you (including for negligence) in respect of any reliance upon such information or advice. It is important that your personal circumstances are taken into account before making any financial decision and we
recommend you seek detailed and specific advice from your adviser before acting on any information or advice in this publication. Any taxation position described in this publication is general and should only be used as a guide. It does not constitute tax advice and is based on current laws and our interpretation. You should consult a registered tax agent for specific tax advice on your circumstances. More information? For further information on any issue discussed in this publication, or on any financial matter, please contact your financial adviser.
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