Investor Updates

Investor Updates are regular brief updates  on investment issues for AIA members.

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25 Apr 2012

Investor Update - May 2012
Understanding the business cycle; The assessment of company management; Tax reforms; Low income super contributions; etc.

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17 Jun 2012

Investor Update - June 2012
Investors sentiment survey for May, Purchasing the ideal rental property, Book review, Minimum super pension payments, Top 11 tax tips

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24 Jul 2012

Investor Update - July 2012
When is a grandchild financially dependent on a grandparent? The shananigans of private banks; Economic Update; Death during a tenancy.

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21 Sep 2012

Investor Update - Sept 2012
This month we announce the AIA 2012 Managed Investments Report, an extremely comprehensive report of great value to anyone using managed funds. An SMSF article about related party lending, a commentary on the recent RBA minutes, and a link to a video of a talk by Jonathan Pain about Africa.

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27 Oct 2012

Investor Update - October 2012
The article ‘Monthly Barometer’ is described as a prescient and succinct analysis of what’s out there, and that is exactly what it is. There is a very topical item on reversionary pensions and an excellent article on mortgage schemes.

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15 Jan 2013

Investor Update - January 2013
We have an interesting article from Elizabeth Moran about Indexed Annuity Bonds, some thoughts and observations (and a book review) from Lee Spano, together with a discussion of ratings agencies and investor education with references to mortgage funds

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12 Feb 2013

Investor Update - February 2013
Tom Scollon gives a technical view of the market possibilities; Elizabeth Moran discusses the returns from bonds and cash; and some regulatory snippets about SMSFs, and Alan Hull explains ‘Active Investing’. Enjoy!

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15 May 2013

Investor Update - May 2013
Missing the mark with your minimum pension payments; increase in SMSF Supervisory Levies; Proposed changes to medical expense rebate; and Superannuation reform.

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08 Jun 2013

Investor Update - June 2013
Roger Montgomery discusses return on equity, and Elizabeth Montgomery talks about income v’s capital growth. We also have Jodi Elliss on Defending your portfolio, Alex Wise talking about alternative investments and Dr Stephen Nash on aspects of inflation which affect retirees.

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25 Sep 2013

Investor Update - September 2013
In this September ‘Investor Update’ we have some commentary on the Coalition paid parental leave scheme, information about changes to SMSF pensions, a comment on the recent RBA rate decisions, and an interesting thought about the ATO accessing your super to satisfy personal tax liabilities, even in bankruptcy.

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27 Nov 2013

Investor Update November 2013
Australian Investors optimism spikes, but caution remains; Medicare levy increase to fund national disability scheme; CGT Improvement threshold for 2013/2014; Reduced super concessions for high income earners; Changes to tax on excess super contributions; Increased concessional contributions cap; Reminder - Private Health Insurance Rebate and Medicare Levy Surcharge; Reminder –medical expense tax offset; SMSF trustees — disqualified due to dishonest conduct

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17 Dec 2013

Investor Update - December 2013
A good mix this month. An article about new equities floats, some clues about advertising your rental property, a good article about high-frequency trading, and a book review.

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19 Jan 2014

Investor Update - January 2014
Happy new year to all! We have some solid reading in this issue. Jon Kalkman discusses tax strategies for us baby-boomers; Graham Wright has written a letter to members about AIA; and Alan Hull has a piece about inflation. We have a thought-provoking report of an SMSF legal case; a property article and an important article about bonds and rising interest rates. There should be something for everyone.

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18 Feb 2014

Investor Update - February 2014
Welcome to the latest AIA ‘Investor Update’. We have dedicated this edition to "Cross-insurance in an SMSF" which is an insurance model method growing in popularity whereby SMSF trustees can manage their insurance risks and cashflow positions, especially when the SMSF has undertaken a limited recourse borrowing arrangement We would be pleased to receive your comments ( aia@investors.asn.au ).

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16 Mar 2014

Investor Update - March 2014
For your reading this month we have an update on the 2014-15 Superannuation caps, an article on bond terminology which is quite long, but is full of good information. We have a great member story, and a legal article about timing super of contributions. This article is also quite long and detailed, but the message is critically important.

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22 Apr 2014

Investor Update April 2014
We hope all of our members and friends had a happy and safe Easter. Plenty of chocolate and no investing hassles!! We have decided to include the results of our quarterly Investor Sentiment Survey in our Investor Updates, as otherwise members never see the results. Seemed a little silly really! A reminder also about our 2014 Annual Conference. This year’s conference is focused on investment outcomes for the individual investor, and the program is one of the best that we have ever developed. The conference brochure will be arriving in your mailbox any day now.

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17 May 2014

Investor Update May 2014
Welcome to the AIA May Investor Update. We have a great article by Marcus Padley regarding investing your own super fund assets. The usual Marcus style, funny in ways but with such underlying truth! Colin Nicholson writes about ‘Bubbles’, Liz Moran about Bonds capital structure, and Richard Livingstone and Liam Shorte explain the rule changes for pension entitlements.

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18 Jun 2014

Investor Update - June 2014
Welcome to the AIA June Investor Update. We have the May Investor Sentiment Survey results, a timely article by Shane Elliss regarding Superannuation end of year planning and Part 2 of Richard Livingstone and Liam Shorte’s explanation of the rule changes for pension entitlements.

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19 Jul 2014

Investor Update - July 2014
Welcome to the AIA July Investor Update. This month Investor Update contains four articles about Self Managed Super Funds, which is appropriate at the start of a new financial year. We also have an article on international investing, the topic of a recent AIA seminar.

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28 Aug 2014

Investor Update - August 2014
Welcome to the AIA August Investor Update. We begin with a thought-provoking article by Jon Kalkman (AIA Director) concerning the various taxation aspects of superannuation, in the light of the publicity around the government’s search for tax savings. We have an article concerning segregated bank accounts and one concerning the treatment of SMSF property profits as capital gains and other SMSF issues.

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25 Sep 2014

Investor Update - September 2014
Welcome to the September AIA ‘Investor Update’. Note the complimentary ASX seminar about diversification and the discount offer from the SMSF Owners Alliance to attend their SMSF strategy workshop. There is also an offer from FIIG for a free e-book on fixed interest.

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31 Oct 2014

Investor Update October 2014
Welcome to the October AIA ‘Investor Update’. A good range or articles this month – Avoid another GFC, Does this rally have what it takes to last?, and SMSF alert re borrowing and insurance within an SMSF, note about excess contributions tax. There is also an offer from FIIG for a free e-book on fixed interest. For NSW (and ACT) members, a reminder about the one-day seminar next Friday 7th November – ‘Create your personal investment plan’ (see page 3).

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02 Dec 2014

Investor Update - November 2014
Welcome to the November AIA ‘Investor Update’. A good range or articles this month – The NSW Committee reports on their new initiative – a Workshop on Investment Planning. Note the Switzer invitation to their webinar. We also have an article about LRBAs in SMSF and the myths about SMSFs property investments. Note also the article about the new banking capital requirements and the potential effect on term deposits

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30 Jan 2015

Investor Update - January 2015
Welcome to the January AIA ‘Investor Update’. I trust that all of our members and friends had an enjoyable holiday break, and are up for the investment challenges of 2015. Some interesting reading this month. The article about the ATO view on cross insurance is interesting, as is Colin Nicholson’s article on stop losses and also Nick Radge’s trading article.

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27 Feb 2015

Investor Update - February 2015
Welcome to the February AIA ‘Investor Update’. Only three articles this month, but considerable depth of interest. SMSF Succession Strategies are vitally important to all of us with SMSFs, and also an interesting article on agricultural leasing.

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22 Mar 2015

Investor Update March 2015
Welcome to the March AIA ‘Investor Update’. A really good selection this month. Jon Kalkman’s article regarding negative gearing is well researched and will make us think. Some of us may be thinking about the issue of winding up our SMSF, and this article shows us how. Liz Moran’s piece on bond risks is well worth considering.

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22 Apr 2015

Investor Update - April 2015
Taxation seems to be the topic of discussion lately. It has been the subject of comments from various journalists, .some based on leaks and government comments, and some from various other industry participants, all putting in their two cents worth. Jon Kalkman’s article re Imputation Credits, and the SMSFOA submission are pertinent.

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27 May 2015

Investor Update May 2015
Taxation seems to be the topic of discussion lately. It has been the subject of comments from various journalists, .some based on leaks and government comments, and some from various other industry participants, all putting in their two cents worth.

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28 Jun 2015

Investor Update June 2015
Here we are again - the end of another financial year! Michael Kodari has provided us with an interesting insight into the markets and the currency, while .Jason Sedawie uses the casino business to show how we can recognise a great business. Alan Hull gives us an interesting take on global inflation. Enjoy!

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