Search

Advanced Search

Spring/Winter 09



    Economic commentary

    The June quarter could be viewed as the time when things started to turn around for the world economy, or at least began to seem ‘less worse’. The U.S. housing market, the sector that first highlighted the problems of loose credit control, which has swept world economies, began showing signs that it may be bottoming. In the 12 months to May U.S. houses prices were down 3.6 per cent but this is a much improved from the 24.4 per cent decline in the 12 months to February.

    Investment markets work; but they’re not perfect.

    This statement gets bandied about from time-to-time, but what does it actually mean? Why is it important in the world of investment?  And more importantly, why should you care? 

    Bonds in the current climate

    The Global Financial Crisis (GFC) has certainly proved to be a testing time for investors. With shares and property valuations in dramatic decline, many have looked to the so-called ‘safe haven’ of bonds for the income and capital stability that they can provide. However, during this crisis we have seen the landscape and the dynamics of investments change considerably and bonds have not been immune.

    Tax effective transitioning

    Transition to retirement (TTR) is not a new concept, it has been an option for super fund members since 1 July 2005. However, in the current environment, the strategies that exist around this concept continue to be attractive.


    This publication is issued by Moore Stephens Australia Pty Limited ABN 88 062 181 846 (Moore Stephens Australia) exclusively for the general information of clients and staff of Moore Stephens Australia and the clients and staffof all affiliated independent accounting firms (and their related service entities) licensed to operate under the name Moore Stephens within Australia (Australian Member). The material contained in this publication is in the nature of general comment and information only and is not advice. The material should not be relied upon. Moore Stephens Australia, any Australian Member, any related entity of those persons, or any of their officers employees or representatives, will not be liable for any loss or damage arising out of or in connection with the material contained in this publication. Copyright © 2011 Moore Stephens Australia Pty Limited. All rights reserved.

    Moore Stephens is a network of independent firms which are independent members of Moore Stephens International Limited - member firms in principal cities throughout the world.