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Listed Property Trust (LPT): Quite easily traded/sold if cash is needed within a few days.
Unlisted Property Trust (UPT): Not so quickly traded to obtain cash, compared to LPT.
1. Apart from the above two points, what are the pros and cons of investing in Listed vs Unlisted Property Trusts?
2. There are ETFs for LPT. Do UPT invest in ETFs for properties?
3. How would a potential investor determine what level of gearing ratio (in particular with UPT) is reasonably safe for the ULP?
4. Would it be prudent to invest approx. similar proportions in LPT and UPT for a balanced “property” (non-residential) investment?
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Could you please tell me if the following could happen.
Could a company such as CBA pay an increased dividend before tax to a smsf, in lieu of a franked dividend?
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I am a SHL shareholder. Do you think the share bonus plan is worth taking up?
I am a long term perspective, so am prepared to hold approximately 5 years.
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I would like to buy some bank capital notes and was wondering if you have any preferences in this area?
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Regarding the labor proposed super change, you answered a question as follows: Answer (by Paul Rickard): I can’t quite see why some commentators would recommend this strategy. Industry super funds won’t be in a position to receive cash refunds – so I guess this is more about an option to consider if you don’t want to manage your own SMSF.
I am not a super expert, but my fund (Australian Super) says they paid $1.4 billion in tax in 2017 (google Australian Super’s tax transparency report). My interpretation is that they could therefore accommodate a lot of new members – being current SMSF who will lose imputation refunds under Labor’s proposal and still remain a net tax payable fund.
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Thanks for your positive views every time I read any of your articles. I have a question for you.
Please consider the shares recommendations on your website. There are quite a few shares where the brokers show/agree decent upside.
Do you have any personal preference for any of those shares? I understand that it is general advice only and nothing to do with financial advice.
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