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Recent Questions & Answers

Slater and Gordon Class Order

Hi,

Do you see any problem with a SMSF registering for the Slater and Gordon Class Order with Maurice Blackburn lawyers?

Am I correct that my SMSF would only be liable to Maurice Blackburn if the Class Order was successful?

 


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Merged shares

Hi Paul,

I recently had mr2 shares merged with Vocus.

Is there any reasons that VOC continue to rise even though their yield is only 2% approximately?

Should I take profit on the offer now, or is there continued upside to the share price to any particular level?

 


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Vitaco

I hold a large portion of a stock Vitaco (VIT), it has been performing extremely terrible recently, can I get some expert opinion from your team?

 


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MLC

Since October 2014 I have being receiving cheques from MLC connected with the mistakes made on their Navigator Wealth Platform. Despite numerous attempts to get accurate information, I am still not able to get all questions answered. This situation is ongoing.

They have, however, stated the the interest figure I have received going back a number of years is the 90 day Bank Bill Rate.

This situation is due to their mistakes, so is this fair or realistic? I thought a more suitable rate would be the rate they charge their clients on overdue loans. Can you suggest how to proceed to receive a fair return on my funds?


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Portfolio structuring

In structuring an SMSF portfolio, how would you characterise assets such as the recent CBA PERLS issue from an investor perspective – as debt or equity?


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