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Investor Education > Latest Newsletter > May 2008 Print this page [ A ] [ A ] [ A ]
May 2008

May 2008

Welcome to Investor Intelligence for May 2008

Wayne Swan delivered his first Federal Budget overnight and in this issue of Investor Intelligence we have made available a number of budget updates, commentary and round ups presented by those in the know, so you can find out what this new Budget means for you.

May brings us one step closer to 30 June and we encourage investors to keep a few important dates in mind:
  • June 15 - applications close for non-forestry MIS projects. This could be your last chance to invest in non-forestry agribusiness projects and be entitled to an upfront tax deduction.
  • June 30 - is your deadline to make super contributions, prepaid interest and applications for forestry agribusiness projects for this financial year.
Closing in June there are also a number of structured products available for investment that give investors the benefit of capital protection and 100% finance.
The Australian share market broke a five month losing streak with its first positive month since October 2007. The S&P/ASX 300 Accumulation index rose 4.5% in April but is still down 5.9% over 12 months.
The key economic statistic released during April was the consumer price index for the March quarter 2008. This showed inflation over the past twelve months running at 4.2%.

Read Colonial First State Market Watch and other Fund Manager Market Reports >>

 
Budget Highlights
Treasurer Wayne Swan and the Rudd Government have delivered their first Federal Budget. So what are the changes and how will they affect you? We have a number of budget updates from leading fund managers to help you understand the 2008 Federal Budget.
More reports on the 2008 Federal Budget >>

 
100% Capital Protected with 100% Finance
Invest with the benefit of 100% capital protection at maturity and the ability to borrow 100% of the investment amount.

Macquarie reFleXion Trusts - ten global investment opportunities with growth potential - 100% upfront commission rebate
Macquarie Fusion Funds - an opportunity to diversify your portfolio across different asset classes and investment styles - 100% upfront commission rebate
ANZ Discovery Asia Fund - an absolute return fund offering investors exposure to Asian economies - 100% upfront commission rebate
Perpetual Protected Investments Series 3 - accelerated wealth potential and capital protection with potential tax benefits - 100% upfront commission rebate
GoldmanSachsJBWere Keystone Funds Series 3 - exposure to different assets, markets and return drivers with four investment themes - 75% upfront commission rebate



Full list of Latest Offers >>

 
Get the right advice
Market volatility in recent times has caused concern for even the more seasoned investors. The million dollar question we are asked everyday is "what should I do?" Though logic tells us to invest for the long term and stay focused on your long-term investment objectives, emotion often overrides the logic. It's right about now  you may feel the need to seek financial advice.

2020 DIRECTINVEST believe that investors should have access to professional, hourly fee for service financial advice so that you can obtain non-commission tainted advice if and when you need it. 2020 DIRECTINVEST ADVICE is a dealer group of advisers offering fee for service advice to our customers.

If you would like to find out more or to obtain some professional advice, complete our Financial Advice Form for a no obligation consultation to see how 2020 DIRECTINVEST and 2020 DIRECTINVEST ADVICE may help you.

View more information on 2020 DIRECTINVEST ADVICE >>


 
Fund Name S&P Rating  
Colonial First State FC Inv - Perpetual International
Not Rated
Up
AMP Flexible Lifetime Inv AMP Sustainable Future Australian Share Fund
Not Rated
Up
APN International Property for Income Fund
Not Rated
Up

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 
Allocated Pension Funds more info 

 
Copyright 2008 2020 DIRECTINVEST

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Strategies Guides
As we approach 30 June, review your options with the help of MLC strategy guides more info
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