Investor Updates

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

To view these publications, please login, or if you are not a member then please consider joining the AIA.  Find out more on the Member Benefits page.

Added Document Download

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.

Download

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.

Download

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.

Download

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.

Download

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.

Download

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 ).

Download

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.

Download

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.

Download

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

Download

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.

Download

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.

Download

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.

Download

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!

Download

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

Download

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.

Download

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.

Download

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.

Download

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

Download

25 Apr 2012

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

Download