With the end of the financial year only a few weeks away, here are five actions to take to get the most out of the superannuation system.
Is QUAL (the Van Eck MSCI International Quality ETF) a good way to invest offshore? How can I get shares in the Virgin IPO? What are the rules about accessing the ‘bring forward’ rule to make a large super contribution? Do the major brokers see any upside with Brambles?
Our model portfolios finished considerably higher in the month. Year-to-date, the income portfolio continues to outperform.
Is Aristocrat Leisure, which has been a top performer, in the buy zone? Although our super balances are individually less than $3m but more than $3m in aggregate, if my spouse dies, will I have to pay the new super tax? Do you think President Trump has a plan? Is APA a buy at over $8.00?
If your super balance is $3 million or more, there’s a high chance of paying more tax next year. There are strategies that can be employed to mitigate the impact of this new tax. Below are five tips but before that, I’ve done a review of how the tax will work in practice.
How does the new super tax work? Can I set an expiry date for share trade order? Do the major brokers see much upside for Macquarie shares?
Today I want to address two of the most widely asked questions by investors: Why can’t the market sell CBA? And Why is this bank so expensive? And I tell you how I think you should play CBA!
Does CBA have the highest capital ratio of the major banks? How is it fair that judges and politicians are being exempted from the new super tax? Life360 has been on a tear – do the brokers see any further upside? Does Macquarie offer a dividend re-investment plan, and if so, is there any discount?
Last week, three of the major banks reported full year profit results (CBA will provide a third quarter trading update on Wednesday). Here’s a review of what we learnt and my position in relation to the question about how to play the banks going forward.
Is the new super tax a “done deal’? Why should I complete the W-8BEN-E form? What do the major brokers think of Computershare? Is it too late to buy NAB shares and still get the fully franked dividend?
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