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Master Trust Survey

NZ Matrimonials

Actuaries

Jonathan Eriksen

Graham Osborn

Investment Consultant

Alan Austin

Superannuation  & Systems

Ian Gatland

Matthew Jenkinson

Auckland, NZ

Ph + 64 9 486 3144

Fax + 64 9 486 4413

Wellington, NZ

Ph  + 64 4 470 6144

Fax + 64 4 470 6145

Eriksens Policy Ideas On Retirement Saving

With an election coming up we put forward Eriksen’s policy ideas on retirement saving.  These recognise the severity of 
the headwinds facing the economy but also reflect the need for consistent long-term policy rather than political footballs. 
 Are any politicians listening?

Click here to download Eriksens Superannuation Policy

Master Trust Survey - September 2011

In the quarter ending September 2011 share markets were again volatile but trending downwards as a result of the
 continuing uncertainties surrounding the European debt issues.  The New Zealand dollar fell 10.5% against the U.S. 
dollar over the quarter as the dollar strengthened against the Euro.

 The quarterly CPI increase of 0.4% was a welcome respite from the increases of the last year.  The annual rate fell to
 4.6%.  Over the year growth funds lost 3.1%, balanced funds lost 0.6%, while conservative funds gained 1.7%.  The 5.0%
 loss across all funds in real terms was disappointing.

  See the full September 2011 Master Trust Survey (requires Adobe Acrobat).

(Click 'Cancel' if your browser asks for a user name or password - the file should then download)

Economic Commentary  September 2011

The positive Rugby World Cup result gave welcome relief from the general economic gloom.  However, the global financial
 crisis grinds steadily along regardless of the short-term boost to spending in New Zealand.
 The outlook for the Australian and New Zealand economies is clouding, although still better than most Western
 economies.  Both are dependent on international commodity markets and are vulnerable to a further global recession. 
 Australia is still heavily dependent on the Chinese demand for its raw minerals.  The high Australian dollar has severely
 eroded manufacturing exports.  China’s growth has slowed and could fall further in 2012.  In the meantime hard
 commodities prices have fallen, the spot price for copper dropping 25% in September........

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