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

IVC and TGR – retain or sell?

I ask your opinion on two stocks which I have held for quite some time, namely IVC and TGR. I had purchased hoping for a reasonable dividend and some capital growth. Your thoughts on retention or sale and investing elsewhere.

Thank you.

 


Take a free trial or log in to read answer

ASX 200 ETF products and dividend yields

Is there any difference in the dividend yield between the ASX 200 ETF products on the ASX?

Also, is there any risk to your capital with these ETF products if the fund that holds them gets into financial difficulty?

Thanks.


Take a free trial or log in to read answer

Santos capital raising

Is it worth going in to the STO (Santos) capital raising. I have a few weeks to decide. There seems to be those who say go for it and other commentators not so sure. We can get up to $15K but I already have a book loss of the ones I currently own. Your thoughts?

 


Take a free trial or log in to read answer

A portfolio approach to investing

We have a SMSF and have not done fantastically out of share investing, which is why we joined the Switzer Super Report, after following Peter for a while on his Foxtel business show.

We have now accumulated $200,000 cash to invest and need good dividend paying companies, as we are both over 65 and retired.

I note your preference in the banks for CBA, of which we have 1200, and many more NAB. We would so appreciate your thoughts.


Take a free trial or log in to read answer

Super in pension phase

My wife and I have a SMSF in pension phase and I am not clear of the proposed new rules for super in pension phase. The balance of the fund in around the $1.6 limit. I am 74 and my wife 70. I am fully retired and my wife works one day a week.
My questions are:
1. What happens if the account balance is above $1.6m at the end of any financial year?
2. Is the fund allowed to earn a limited amount before being taxed?
3. Is it better to withdraw any amount above the $1.6m for simplicity?
4. As there are two members in our SMSF are we allowed $1.6m each to make our limit $3.2m?

Many thanks for letting me ask these questions.


Take a free trial or log in to read answer

Neutral on G8 Education

Hi Peter, I wonder if you have any research on G8? I have looked at what Morningstar has to say on them, and they look pretty sound, but we got badly burnt on ABC hence the jitters. After all, surely childcare is a pretty strong market? Appreciate your feedback.


Take a free trial or log in to read answer