Ask a Question

You need to be a full subscriber to access this feature of the Switzer Super Report. Click here to upgrade your subscription or read recently answered questions below

Recent Questions & Answers

REIT’s Trading near NTA Value

Paul Rickard

Charlie recently wrote about the dangers to equities from rising local bond yields. Alongside SYD and TCL he mentioned REITs as a bond-like equity which might be at risk.

My question relates to those REITs which are currently trading at near their NTA value. In the absence of rising bond yields also driving a devaluation of commercial property, would the underlying value of their assets be a protective factor for any REITs trading at around their underlying value? Would this mitigate their fall compared to an enterprise like TCL or SYD?

 


Take a free trial or log in to read answer

Strategies for Selling Shares

Paul Rickard

Just a tax question. If I buy shares of a company at two different time frame, and then later when I sell half (or any portion) of my shares of the same company, how do I know which shares I have sold for tax purpose? I am considering to take advantage of 1 year holding period rule.

Thanks

 


Take a free trial or log in to read answer

CSL – Sell?

Paul Rickard

To sell or not to sell.. that is the question. 90% of my wife’s personal share investment comprises CSL shares.

We are likely to sell a jointly owned investment property in the TY 2018/19, thus CGT will be due on that sale. My thoughts are to sell in this FY approx 200 CSL shares (still leaving a significant number), pay the CGT due, and re-contribute the funds to repurchase CSL within the SMSF of which my wife is both a member and a trustee.

Can you see any downside to this strategy?

 


Take a free trial or log in to read answer