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| March 2008 | |  | Welcome to Investor Intelligence for March 2008
This month, we feature a series of end of year strategies to help you boost your super savings and reduce tax. Though June 30 is still a number of months away, there are a number of things you can do in the mean time to ensure you get the most out of your money and reach your investment goals.
On that note 2020 DIRECTINVEST will also be running two series of DIY investment seminars this year for those who are looking for strategies to maximise their wealth.
- April: Learn how to save tax and save money with free educational seminars on Agribusiness Investing
- May & June: Learn how to invest the smart way with the free investment seminar DIY Investing- Smart Ideas & Strategies more info
You may have also noticed that there have been some changes to the Investor Education area of our website; though it is still a work in progress, this area is constantly growing and changing so watch this space!
| | | |  |  |  The RBA has forecast that the Australian economy will slow from 4.5% growth in September 2007 to just 2.75% by June 2008. The RBA is set to take the wind out of the sails of Australia's economic growth in order to prevent inflation getting out of control. more info
| | |  | | BT Smaller Companies Fund
The BT Smaller Companies Fund invests in companies outside the top 100 listed on the ASX and New Zealand Stock Exchange and will aim to provide a (before fees and tax) return above the benchmark S&P/ASX Small Ordinaries Accumulation Index.
Since inception, the BT Smaller Companies Fund has packed a real punch with consistently hot returns above benchmark and awards and recognition from across the industry.
Minimum Investment $5,000
Investment Bonus: 4% (100%) entry fee
more info
| | |  | |  End of Year Strategies
This month, we feature strategies to reduce your tax, accumulate wealth for the future, realise immediate gains in the new tax year, utilise tax effective income streams and take advantage of 'free money' from the government with end of year strategies more info
| | |  | | Man OM-IP 3Eclipse may help investors with a traditional portfolio in times of uncertainty. Man OM-IP 3Eclipse may provide diversification as it invests in more than 100 international markets, the economies of the Asia Pacific and a range of commodity related investment strategies. more info
AMP Capital Core Infrastructure Fund offers investors the opportunity to invest in a diverse range of infrastructure assets. These range from airports and toll roads to power facilities and hospitals - assets that otherwise may be difficult for individual investors to access. more info
| | |  | | Your investment questions answered
This month:
Do you have any investment questions you'd like answered?
At 2020, our aim is to empower you with the tools and information to make and execute investment decisions in the most cost effective manner. Send us an email if you have any investment questions you would like answered.
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For a complete list 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
| | |  | | Looking for a home loan or about to refinance?
Get help finding the best home loan.
To find a residential or investment home loan that is both competitive and appropriate to your needs, a professional lending adviser can make a world of difference. A lending consultant will research the market and help choose the right residential or investment home loan for you. If you already have a home loan, our lending consultants can also review your current mortgage to determine whether it is still competitive and provide you with refinancing solutions to help you pay off your home sooner.
This service is at no extra cost to you, and you will receive same or a lower interest rate and the same or better terms and conditions than you would get if you went directly to a lending institution. As a further bonus, 2020 DIRECTINVEST will rebate 90% of the upfront commission we receive in the form of a cheque. more info
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