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Recent Questions & Answers

Should I sell SYD and TCL?

Paul Rickard

My SMSF is in pension mode, invested in equities apart from a small amount of cash. My primary aim is income with some capital growth to keep up with inflation. I hold SYD and TCL in my portfolio and wonder if I should be considering selling as what I am hearing is that these “bond like” shares will not perform well in the near future. I have a 24% gain on SYD and 14% on TCL.

Thank you

 


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Offsetting the Capital Gains Tax

Paul Rickard

My wife and I have a discretionary family Trust and an SMSF, and this financial year (2017-2018) we have sold an investment property held under the trust and will probably have about a $20K Capital Gains Tax to pay.

Is there any way to contribute to our SMSF to offset the CGT, and if so how much would we have to contribute to offset the $20K CGT liability?

NB. Our work income for last year is less than $15K each and we are 59 and 63 years of age and our SMSF is still in the accumulation stage as we are living off savings currently.

 

 


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Will Invocare Recover?

Paul Rickard

Hi,

I bought Invocare (IVC) at $17and it has been smashed this week. Are you able to shed some light on why? Do you think it will recover?

 


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Unlisted Property Trusts

Paul Rickard

Good Morning,

I enjoyed your article “A yield of 7.0% on commercial property”. I am thinking of investing some funds as an alternative to fixed deposit.

From your experience with unlisted property trusts, how secure are they? Is it easy to redeem the units if one invest $300,000 say after 6 months?

Thanks.

 


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