6 ‘super’ actions before this financial year ends
Here are six actions to take to get the most out of the superannuation system before the end of this financial year, which is coming soon!
Paul Rickard has more than 30 years’ experience in financial services and banking, including 20 years with the Commonwealth Bank Group in senior leadership roles. Paul was the founding Managing Director and CEO of CommSec, and was named Australian ‘Stockbroker of the Year’ in 2005. In 2011, Paul teamed up with Peter Switzer and Maureen Jordan to launch the Switzer Report, a newsletter and website for share market investors. A regular commentator in the media, investment advisor and company director, he is also a Non-Executive Director of Tyro Payments Ltd and PEXA Group Limited.
Here are six actions to take to get the most out of the superannuation system before the end of this financial year, which is coming soon!
The 2026 Federal Budget landed three significant tax changes that every Australian investor needs to understand. Here’s a breakdown of what’s changing on capital gains tax, negative gearing and discretionary trusts – including what’s grandfathered, what isn’t, and what, if anything, you should be doing right now.
With the $A at 72 cents, is it too late to select a currency hedged option for international shares? Are the superannuation caps being increased next year? What do the major brokers think about Goodman Group? Why has ANZ increased its franking percentage from 70% to 75%, and why is it the only major bank not to fully frank its dividends?
Let me take a look at the big banks today and tell you my thoughts on the best two.
How should I play the takeover offer for Atlas Arteria? What do the major brokers think of Woodside? Can I sell my entitlements in the BWP capital raising? How do I participate in the NAB Dividend Re-investment Plan, which is issuing shares at a discount?
In a month where the US S&P 500 added 10.5%, the Aussie share market clawed higher in April to record a gain of just 2.2%. Our model portfolios, which are marginally overweight resources, continued to outperform.
Why is NAB partially underwriting its next dividend and introducing a 1.5% discount in the dividend re-investment plan? What do the major brokers think of TechnologyOne? With the new Division 296 tax on super, is it wise to realise capital losses before 30 June 2026? Why has South32's share price fallen by around 8% today?
Paul Rickard answers questions on the NextDC Entitlement Offer, brokers' target price reductions for Cochlear, the capital gains tax discount, and super contribution caps for next year.
With last Friday marking the thirteenth consecutive up day for the NASDAQ, the longest winning streak since 2009, is it time to get tech back in your portfolio?
With the takeover offer for Monash IVF, is the potential rejection a case of "the Board looking after itself" rather than acting in the best interest of all shareholders? What are the biggest companies in the Betashares Australian Technology ETF? Do the brokers think APA Group is a buy? When calculating the minimum super pension to take, do I use my age at the start of the year or during the year?
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