Monday 31 March, 2014
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Dear *|FNAME|*,

As the market struggles to find direction – this morning that direction was up but from the beginning of the year to now we’ve basically taken two steps forward and two steps back – it might be a good idea to forget about the daily machinations and look at your long-term investment strategy.

Today, I go through why it’s important to know yourself before you know your SMSF. The long-term theme is also taken up by Barrie Dunstan, who explains why it’s important to know the CEO. Paul Rickard looks at the upcoming float of Medibank and tells us why he’ll be putting some cash aside to invest.

Also in the Switzer Super Report today, James Dunn looks at A-REITs and a few that might be in for a bit of an upswing – Westfield Retail Trust, GPT and Stockland get mentions. In Shortlisted, banks and their technology developments are under the microscope and in Buy, Sell, Hold – what the brokers say, Aristocrat and Sigma get upgrades.

Auction clearance rates have actually fallen slightly over the week, despite panicked predictions in some corners of the press that we’re heading for a bubble and Did you know? looks at some important regulation changes that could mean each of your trustees is up for $1700 if you fail to lodge or keep proper records!

Sincerely,

Peter Switzer
Paul Rickard

Medibank – a healthy IPO

Paul Rickard

If other privatisations are anything to go by, set aside some money for the Medibank IPO.
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Peter Switzer

Know yourself – know your SMSF

Peter Switzer

You’ll never profit from investing if you don’t understand your risk profile and what your investment targets are first.
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James Dunn

REITs worth looking at

James Dunn

After an awful year relative to the rest of the stock market, pockets of value are emerging in the retail investment trust (REIT) sector again. Here is a bunch that have potential price upside.
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Rudi Filapek-Vandyck

Buy, Sell, Hold – what the brokers say

Rudi Filapek-Vandyck

There wasn't much action in the later part of last week from brokers, who were mostly preoccupied with share price increases. Aristocrat and Sigma were upgraded.
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Penny Pryor

Shortlisted

Penny Pryor

Banks are at the forefront of technology and those that excel are worth keeping on your portfolio watch list.
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Barrie Dunstan

Know the CEO before you make an investment

Barrie Dunstan

Warren Buffett says that you should back companies that any fool can run, because eventually one will, but it’s always a good idea to know who is leading a company and their style before you buy a stock.
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Staff Reporter

More than 3,000 auctions held around the country

Staff Reporter

The number of properties going to auction hit their highest level so far this year, as prices in Sydney continued to rise, but Melbourne home values fell.
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Did You Know?

The new penalties for SMSF breaches have finally been made law. There will now be much heftier fines for breaches, such as not keeping proper records or failing to lodge returns or financial statements. If you have an individual trustee structure, each trustee could be up for $1,700. Watch my interview on Sky Business with Peter Burgess here for more info.

 

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