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April 2009

Investor Intelligence

Welcome to the final quarter of the financial year. It's that time of year again when investors start to consider their tax position and ways to minimise tax - one particularly effective way of doing this is through salary sacrifice or personal deductible contributions to super. In this current market climate it may be worthwhile considering bringing forward your end of year super contributions to take advantage of current market prices.

Agribusiness investments also tend to be popular as a way to reduce tax, and provide a tax deduction in the current financial year for the amount invested. With the resolution of the Non-Forestry Agribusiness Test Case investors now have greater tax certainty, however with two of the largest agribusiness fund managers offering significantly reduced project sizes in 2009 investors are encouraged to get in early to avoid missing out on their preferred projects. This month's education is a webcast by Michael Lannon on what to consider when investing in agribusiness.

Also this month we launched our online Fund Broker Nomination Form to make saving on your existing investments even easier. Nominating 2020 as your broker does not change your investment but it does ensure your account is coded for a full rebate of all future entry or contribution fees, making sure that all of your money is invested from day one - without any unnecessary fees.
 
The Australian sharemarket rallied off its lows in March, registering its first positive monthly return since August 2008 and its strongest monthly gain since April 1995. The All Ordinaries index rose 7.1%, but is still down 34.7% over the past 12 months.

Read the latest Market Updates and Market Volatility News 

 

Introducing the Cromwell Riverpark Trust, a single property syndicate investing in the Riverpark Building in Brisbane.
  • Forecast minimum initial distribution yield of 8.25% pa paid monthly
  • 100% tax deferred distributions
  • 100% net lettable area precommitted to a government owned tenant
  • Capital growth potential
Don't miss out on this limited offer with a 3% investment bonus when you invest via 2020 DIRECTINVEST.


 
Agribusiness Managed Investment Schemes

At this time of the year, many people will begin reviewing their end of year tax position. Agribusiness provides an upfront tax deduction for the amount invested in the current financial year, and as such can be used by investors to offset income tax or a capital gain. This month's education is a webcast presented by 2020 DIRECTINVEST's Managing Director, Michael Lannon. Titled Investing in Agribusiness, this webcast discusses what you should consider when researching and assessing agribusiness investments for this financial year.

 
Fund Name S&P Rating  
Challenger China Share Fund Down Not Rated
AMP Capital Core Property Fund
Down
On Hold
Cromwell Property Fund
On Hold Up Not Rated

For a complete list of re-rated funds and to keep up to date with fund ratings from both Standard & Poor's and Morningstar:

Managed Funds more info  
Superannuation Funds more info 
Pension Funds more info 

 
Free DIY Super Fund Setup

Multiport is a specialist DIY superannuation services provider, and is committed to providing the highest level of portfolio administration, reporting and compliance services by combining a wealth of experience with technology and a dedication to client service.

As our preferred DIY super specialist, 2020 DIRECTINVEST offers special pricing on the establishment and administration of DIY super funds through Multiport.

For a limited time - members can receive FREE SMSF ESTABLISHMENT for any fund that signs up to Multiport's ongoing administration service.
more info
 

 
Instreet Link Series 1 and 2
Applications close 23 April 2009
Instreet Link is an investment solution for difficult market conditions. Series 1 & 2 provides investors with participation in the Australian stock market with a defined outcome subject to a pre-determined cap. more info

View all latest investment offers



 
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