You don't have credit card details available. You will be redirected to update payment method page. Click OK to continue.
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
Hi Paul,
You have indicated that the Energy sector is one of your more preferred sectors and that Origin is not necessarily one of your favourites.
Which stocks do you prefer?
Many Thanks.
Take a free trial or log in to read answer
One impact on an LIC’s share price may be dilution by option exercise. According to PIA’s latest Appendix 3B PIA has 244,940,649 FPO shares, and PIAO has 244,525,379 options.
Is this a massive paper overhang subduing share price, or a ~50% potential dilution, or not a reasonable concern?
Take a free trial or log in to read answer
Hi,
Can a Self Managed Superfund trade cfds?
Take a free trial or log in to read answer
In my portfolio I am holding a large number of Santos shares and at present am only a couple of hundred dollars in the red after being thousands behind. Seeing as Santos no longer pay a dividend would it be wise to sell at current levels and invest elsewhere?
Thank you.
Take a free trial or log in to read answer
This question is in relation to the planning considerations for an investment combination of an SMSF and Discretionary Trust.
Under the hypothetical situation where a couple could potentially accumulate $2.6m by retirement at age 65, would it be better to target $1.6m for the SMSF (to be within the cap), and $1m for the Trust?
The basis of this question is to understand the planning considerations and analysis required to develop this strategy (noting particularly the transfer balance cap rules for super). Part of the decision making is probably related to a perspective on the risk of having all assets “tied up” in super – the Trust would provide an alternate, that is more at the discretion of the trustees. The question is how to determine the right balance between the funds in the SMSF vs the Trust, particularly from a tax perspective. For example, should the SMSF target $2m, and the Trust target $600k (what are the advantages / disadvantages of this?).
Any insights into the planning and strategy considerations appreciated. Thanks!
Take a free trial or log in to read answer
