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Recent Questions & Answers

Crown Resorts

Paul Rickard

Just a quick one – do you think Crown Resorts limited is a good buy and hold (thinking long-term)?

Also, a lot are saying Telstra is probably close to a sell. What are your views on this stock?

Regards


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Rebalancing a Growth Portfolio

Paul Rickard

After a reporting season, there has often been a lot of movement within a portfolio.

Some investors take profit from the good performers and invest it back into the not-so-good performers. Others look for value in new stocks but then run the risk of growing the portfolio too large without disposing of potentially good value stocks.

What are recommended ways to re-balance a (growth) portfolio?


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Platinum Asset Management

Paul Rickard

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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Transition to Retirement Pension Strategies

Paul Rickard

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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CSL

Paul Rickard

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  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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