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March 2007 Newsletter

Welcome to Lewis Financial's March 2007 Newsletter.

As we draw to the end of yet another Quarter, we review the returns of the investment markets with performance summaries and commentaries from the Hillross Economics & Research Team for each of the major asset classes.

We also look at the Hillross view of the economy as well as a summary of how this translates into tactical investment allocation.

In this month's newsletter we once again turn our attention the newly legislated 'simpler superannuation' system and discuss some general opportunities which you may wish to take advantage of before and after 30 June 2007.

We hope, as always, that you find the articles of interest. If you have any questions, please feel free to contact us.

Market update - March 2007

We look at the movement in average investment returns from various asset classes for the period up to February 28, 2007.

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March 2007 - Hillross Tactical View & the economy this month

National Accounts data for the 3 months to December 2006 showed the Australian economy was growing faster than generally expected.

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Take advantage of these super opportunities

From 1 July 2007, the Government is introducing a “simpler superannuation” regime, which boosts the attractiveness of superannuation as an investment vehicle, making it an even more tax-effective way to fund your retirement.

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