| 16/7/10 |
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Investment commentary - 30 June 2010  |
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| The month of June saw global equity markets again lose ground due to weak economic data and the ongoing fallout from the European sovereign debt crisis. |
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| 17/6/10 |
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Slow and steady wins the race |
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| Most people don’t give much thought to their retirement savings – until retirement is just around the corner. |
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| 14/5/10 |
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Federal Budget 2010-11 |
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| The Federal Budget delivered on 11 May 2010 builds on a number of changes to super announced by the Government on 2 May 2010. |
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| 23/3/10 |
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Superannuation and the Henry tax review |
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| In May 2008, the Federal Treasurer, Wayne Swan, appointed Dr Ken Henry and a panel of experts to conduct a wide-ranging review of Australia’s tax system (The Henry Tax Review). |
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| 18/1/10 |
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Turn over a new leaf |
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| The start of the year is a great time to take stock of your finances by reviewing the past twelve months and planning for the year ahead. |
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| 15/10/09 |
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Investment commentary - 30 September 2009 |
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| The global equity market posted another solid return, supported by improving manufacturing activities worldwide, upbeat economic indicators and supportive initiatives from the G20 meetings held during September. |
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| 13/8/09 |
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Australians can be confident in super system |
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| The Minister for Financial Services, Superannuation and Corporate Law, Chris Bowen MP, has reminded Australians of the considerable strength of the nation’s super system. |
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| 15/6/09 |
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Got good advice? |
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| In the face of ongoing global financial uncertainty, more people are turning to financial advisers for guidance. |
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| 18/5/09 |
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What’s your plan if you’re made redundant? |
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| While redundancies are less of a surprise in the midst of an economic crisis and widespread corporate downsizing, it can still come as a shock if it happens to you. |
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| 14/5/09 |
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Federal Budget 2009/10 |
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| The Government announced a number of changes impacting super in its 2009 Federal Budget. |
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| 14/5/09 |
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Is self-managed super for you? |
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| Self-managed superannuation funds (SMSF) have flourished in recent years as Australians look to take greater control of their superannuation savings. |
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| 16/4/09 |
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Investment commentary - 31 March 2009 |
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| Global equity markets recovered in March after major policy announcements in the US and UK and suggestions that some economic indicators were bottoming. |
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| 8/4/09 |
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Stay the course |
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| In the midst of a downturn, it’s difficult to recognise that the turmoil we saw in 2008 is a part, though an extreme one, of the normal investment market cycle. |
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| 19/3/09 |
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Investment commentary - 28 February 2009 |
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| Global equities lost ground again in February as economic data around the world continued to deteriorate and the global financial sector remained under pressure. |
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| 18/2/09 |
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Early release of super |
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| Usually, superannuation savings cannot be accessed before an individual is at least 55 years old, or later subject to |
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| 8/10/08 |
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Insuring your most valuable asset |
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| Most people insure their house, contents and car for the replacement value – but many fail to ensure they have adequate coverage for their own futures, and those of their families. |
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| 16/9/08 |
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Estate planning and taxes |
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| Paying tax is up there with dying as two things we don’t want to do but - as Benjamin Franklin pointed out – they’re both pretty much inevitable. |
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| 16/9/08 |
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Investment commentary - 31 August 2008 |
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| The month of August saw domestic and global equity markets rebound with a reduction in inflationary concerns and a falling oil price offsetting weaker global economic data and renewed concerns for financials. |
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| 21/8/08 |
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Investment commentary - 31 July 2008 |
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| The month of July saw equity markets continue to fall as banks continued write-downs of credit exposures and concerns remained over the slowing global economy. |
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| 18/8/08 |
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Mercer: Fund Manager of the Year 2008 |
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| Mercer has been awarded Money Management/Lonsec’s ‘Fund Manager of the Year’ in the Multi-Manager category at its annual awards night on 8 May 2008. |
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| 16/7/08 |
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Investment commentary - 30 June 2008 |
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| The month of June saw a significant decline in equity markets, driven by record oil prices, persistent inflationary pressures, slowing global growth and continued fallout from the credit crisis. |
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| 14/7/08 |
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Safe as houses? |
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| Direct property (as opposed to listed property) is hugely popular with Australian investors. |
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| 19/5/08 |
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Investment commentary - 30 April 2008 |
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| The month of April saw equity markets regain strength as the global credit crisis began to ease in response to better than expected data out of the US. |
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| 30/4/08 |
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Find your lost super |
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| If you’ve changed your address or your job in the past and haven’t notified your super fund, you may have ‘lost’ super. |
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| 14/4/08 |
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Investment commentary - 31 March 2008 |
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| Global and local equity markets continued their descent in March as affects of the global credit crisis continued to impact heavily on the outlook for US economic activity. |
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| 18/3/08 |
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Investment commentary - 29 February 2008 |
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| The Australian sharemarket fell over February after the RBA again increased the official rate of borrowing whilst global equities also lost ground as fears of a US recession continued to gather steam after weak US economic data was released. |
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