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Does PTM include international shares in its portfolio? I would like to invest in an ASX company that invests in international shares if possible as I have no weight in these.
Regards
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Do you hold an opinion on SGR as a growth / income at around current price?
Thank you
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My wife and I have our own SMSF. My wife (60 years old) is no longer working and receives a pension. Her balance is $100K. I am still working (63 years old) and under TRAP and my balance is $200K.
Because of the changes to the tax systems, is there any way of moving the majority of my balance into her account prior to 1/7/2017?
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I’m interested in your opinion please on CSL moving forward. How high can it realistically go?
I hold 906 shares, cost base $1.27 ea @30.06.94 = $1,149.71.
As at 12/4/17 they were $127.71 ea = $115705.26 Â so Capital gain of $114,555.55.
Dividend for the year was $1541.45
I was thinking of selling them as they have increased greatly and reduce my home loan ( interest rate of 3.89%). I am 58, single and thought I could offset the gain with selling some shares that will result in a loss eg Oz minerals, Telstra T3 and some AMP purchased at $12.48……
I could also offset the capital gain by making a contribution to my SMSF which with the new legislation while it’s possible to contribute a larger amount. Is this a correct way to reduce CGT?
Appreciate your opinion
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My wife and I are both retired. Â My wife has a State super balance of $600k in balanced investment and a family SMSF balance of $1.5k. This includes 30 good stocks, with few risky, overseas managed funds of $300k (Macgregor, Magellan, Platinum)
Do we move the super balance into our SMSF or keep them separate (not all eggs in same basket strategy)? I am concerned as I am looking after the SMSF and I don’t want to make mistakes and lose my wife’s money.
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I was reading Tony Featherstone’s article last week about the Beta Bear EFF, as it can be used as insurance against a fall in the market. What I can’t get my mind around is how many ETF’s I need to buy to protect my share portfolio.
As an example, if I have a portfolio worth $1.000,000, how many Bear ETF’s do I Â need? Based on the presumption the EFF will go up 1% if the market drops 1%. I think they’re in the $16 region at the moment.
Thanks for your help.
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