How did your super fund fare last year?
Even if you’ve outsourced your SMSF investment functions to an adviser, you’re ultimately responsible for its investment performance. How can you determine whether you’re cutting it as an investment manager?
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.
Even if you’ve outsourced your SMSF investment functions to an adviser, you’re ultimately responsible for its investment performance. How can you determine whether you’re cutting it as an investment manager?
I’ve had a nice run with Megaport. Are you still bullish? Why is GEAR paying such a big distribution? What is the normal fee for an ‘off-market’ share transfer? If I make a non-concessional contribution to my super, what are the limits that now apply?
Abacus Storage King (ASK) provides an opportunity to participate in a sector with medium-term tailwinds. Here’s my review of the new specialised trust.
Why is CSL sinking? Can property group Centuria Capital recover? What is the new property trust that is about to list on the ASX? Have there been any changes by the Government to super pensions this year?
Last December I nominated five stocks from five different sectors to consider for 2023. Here’s an update on the five stocks (including what the brokers think), and where do I think we go from here.
Is Sonic Health Care a way to play the health megatrend and get “safe” income? Costa Group has received a takeover offer – should I accept? With overseas shares, can I hedge my currency exposure? Are there any changes to the super contribution caps in 23/24?
Our model portfolios enjoyed positive returns in June and are in the black for 2023. Let’s take a closer look…
Will infrastructure stocks return to form? I have a “dog” in gold miner St Barbara – should I sell? If a global recession looms, should I sell everything now and buy back after the market pulls back? Is Ramsay Health Care still in “buy territory”?
A question from last Thursday’s Boom, Doom, Zoom webinar prompted me to write this article. Here’s what I like and don’t like about ASX and whether I think it’s a buy.
Is there any value in holding onto two dogs, Star Entertainment and Pact group? Given the gloomy outlook for retail ,are you worried about JB Hi-Fi? What are the rules around the Government Super Co-Contribution? Why are the dividends on my hybrid securities only 5% when I calculate they should be over 7%?
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