The start of a new financial year means changes to superannuation rates and caps. Here’s a run-down on the three major changes. I also look at the proposed tax on super balances over $3 million. If legislated, this will commence from the start of the financial year 2025 financial year.
Should I cut my losses on Zip, or hang on for the ride? Will a share consolidation impact my cost base for CGT? What do the brokers say about Wesfarmers – buy or sell? Why do some ETFs pay such big distributions in July?
Exchange Traded Funds (ETFs) have become big business but are they changing the game for investors forever? And are there new products you should understand?
With the major banks looking so expensive, should I get out of Vanguard’s VHY and switch to an equally weighted index ETF such as VanEck’s MVW? Do the broker analysts prefer Woolworths or Coles? Why can’t I trade in Boral shares? Has the transfer balance cap which governs how much super I can have in the pension phase been increased this financial year?
In my article today, I look at why my model portfolios have had a ripping good year but I’ll start by examining how the overall market has fared.
Resmed keeps getting impacted by the new weight loss drugs, is it time to quit? Deterra Royalties share price has been savaged following a change to its dividend payout ratio, should I hold on? Is it too late to claim the tax offset for spouse super contributions? What was the cost price for the IAG (NRMA) shares I picked up when it was floated?
One of our favoured portfolio stocks is Treasury Wine Estates (TWE). Today I look at what Treasury has to say in its recent guidance report, the reaction of brokers, and what this means for its future stock price. And finally, I give my take on whether it’s a buy or a hold.
For a share portfolio, should I add Woodside or Coles? I am down 36% on my buy price for Arcadium Lithium. What is your forecast price? If I contribute $1,000 to my grandson’s super account, will he automatically get the Government’s $500 super co-contribution? ZIP has had a great run recently. What are your thoughts going forward?
The end of the financial year is less than two weeks away. This means that you don’t have long to act to ensure that you pay the optimal amount of tax. Here are 6 tax tips that you should take advantage of if they apply to you.
With the end of the financial year not too far away, here are the 5 actions to take to get the most out of the superannuation system.
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