Public Downloads
Economic & Market Review - 3rd Quarter, 2011
1. Why China is so Important to Australia & Our Stockmarket
In recent times, countless articles have been written on the growth of China. We too have written several papers on China:
* China?s Growth Trajectory & Implications for the United States
* Why One Boatload of Iron Ore Now Buys Us More Flat Screen TVs
* Why Invest Beyond Australia?
China deserves our attention given its emergence as an important factor in our domestic prosperity. The more we learn about China, the greater our understanding of what our relationship may mean for our future.
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Size: 193.02 KB
Economic & Market Review - 2nd Quarter, 2011
Every six months, international credit rating agency Standard & Poor?s (S&P) publishes a report detailing what percentage of fund managers outperform their benchmark over time periods up to 5 years.
A majority of fund managers underperformed their benchmark over the 5 years to 31 December 2010
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Size: 388.38 KB
Advantages & Disadvantages of SMSF (BBN Seminar Series 4 April 2011)
JDFA does not recommend SMSF to its clients
unless:
- Minimum balance $200,000
- Minimum 2 members
- Maximum contributions $50K per year
- Investing in property or collectables
- Experience in managing a share portfolio
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Size: 1.59 MB
How JDFA restored my confidence in the value of independent financial advice.........
"My dealings with Daryl have restored my
confidence in the value of independent financial
advice, says Knight. The recovery of lost money
has also renewed my faith in "checks and balances"
within the system to weed out dishonest and
incompetent practitioners."
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Size: 1.55 MB
Econmic & Market Review - 1st Quarter, 2011
We do not typically recommend that clients invest in residential property as equivalent expected returns can be generated from other asset classes that offer superior liquidity, greater diversification and lower transaction and holding costs.
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Size: 598.46 KB
Economic & Market Review - 2nd Quarter, 2010
Early in 2010, the anxiety about excessive debt levels spread from banks to numerous governments, including a number that bailed out their banks.
The International Monetary Fund (IMF) has forecast that general government gross debt in advanced countries will rise, on average, from 75% of Gross Domestic Product (GDP) at the end of 2007 to about 110% of GDP by the end of 2014.
Investors should remember that these issues are already reflected in the price of securities and that no investment is totally risk free, even government bonds.
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Size: 382.22 KB
The Structure of Unlisted Property Trusts
Today, many unlisted property structures are frozen, many are struggling with excessive debt, some have been forced to cease distributions and there is uncertainty about the value of unit-holders' investments if properties are sold on the open market.
This has happened before. After the complete collapse of the unlisted property sector at the start of the 1990s, it seemed inconceivable that they would return to popularity - but they have.
Unless the next generation of planners learn the lessons from the past, over the forthcoming decades we may again be fated to experience a mass freezing of investors' property holdings."
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Size: 326.63 KB
Economic & Market Review - 1st Quarter, 2010
Executive Summary
- The Reserve Bank of Australia is positive and confident about the economic growth prospects for Australia over the medium term.
- The performance of International shares has been weak compared to Australian shares over the past decade. However, in the 1980s and 1990s, the U.S and International stockmarkets outperformed the Australian stockmarket, often by a considerable margin.
- Australia's stockmarket is becoming increasingly correlated to Emerging Markets, such as China and India.
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Size: 284.13 KB
2008/09 Individual Tax Return - Information
Use this template to collect tax information to be included in your 2008/09 personal tax return.
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Size: 37.46 KB
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