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I had some medicare and NIB shares bought cheaply and sold when the prices were higher, taking a profit. I intended to buy them back when they fell. They have now fallen, but I feel the money would be better spent on some of your recently recommended shares like CYBG and PPC and SXE and AWC. What do you recommend?
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On July 1 next year I will be 60 and wife 61 – we currently have a TRIS/TTR and neither of us are retired – if I retired before that time and wife didn’t, how is our TRIS/TTR treated? Is my balance/earnings then tax free and hers subject to the proposed 15% tax? We currently have a 75%/25% split so would only 25% be subject to taxation, both earnings and CGT? Thank you!
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Whats your recommendation on WAM shares and other WAM related shares?
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We’re both over 1.6 million cap & we ‘re considering to transfer a unit to ourselves before 1 July 2017, with the purpose of using it as our principal place of residence.
We’re on TTR phase but would retire to access our super in a lump sum payment in specie. Is there a stamp duty discount in NSW when real estate is transferred to members on retirement?
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My question is on hybrids. Is it true that ASIC now believe these to be classified as Australian Equities? I completely agree with Paul’s comment to classified them as fixed interest and bonds (eg: new NAB issue). However, reports from places like BT Wrap classify them as equities. Where is the basis for this change of classification? I know they have equity like characteristics but if I were to classify them now as equities I would be outside my investment strategy.
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We are running a SMSF and were offered by Citibank a structured product with yield 6.5% (AUD) -8%(USD). We are not sure if this is an approved product for a Superannuation fund and wonder what your view is on structured products? Our understanding is that the Citibank structured product is based on the 4 big Banks performance and after 3 years if the any of the 4 Banks price is below 50% we will lose capital by the extent to which any bank price is below 50%. There is no Capital Gain to us if the bank prices rise.
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