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I’d like your current thoughts on KDR.
I have a substantial holding in the company purchased, over time, at an average price of $1.64.
Should I continue to hold, waiting for a performance similar to FMG, or should I start selling to give me a more balanced portfolio?
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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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