Super & SMSF

Expert buy, hold and sell recommendations from our team of analysts.

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Questions of the Week (2 October 2025)

How can I buy into the AI theme and invest in Grok? What are the rules about needing an actuarial valuation for my SMSF? Woolworths shares keep falling – are the major brokers positive and what’s their target price? Why won’t Southern Cross Media shareholders get any say on whether to merge with Kerry’s Stoke’s Seven West Media Group?

Paul Rickard · October 2, 2025
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The Big Four banks and 4 potential sells

On valuation grounds, my view is that our Big Four banks are all candidates for a ‘sell’ rating.  But they’re not the only popular stocks where analysts are warning of clear over-valuation and potential for share-price degradation. 

James Dunn · August 25, 2025
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Questions of the Week (31 July 2025)

How did the broker analysts respond to RIO’s profit announcement? Which ETFs are best suited for SMSFs? How will RBA rate cuts affect my investment strategy? When is RIO paying its interim dividend and is there a DRP?

Paul Rickard · July 31, 2025
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How did your super fund fare last year?

You’re ultimately responsible for the investment performance. So, how can you determine whether you’re cutting it as an investment manager? And what should you do if you’re not?

Paul Rickard · July 28, 2025
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Questions of the Week (3 July 2025)

Answers by Paul Rickard With the transfer balance cap increasing, can I start another super pension? Which banks pay fully franked dividends and which are […]

Paul Rickard · July 3, 2025
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4 major new financial year super changes

Tomorrow’s the start of the new financial year. As always, this brings with it changes to superannuation rates, caps and taxes. Here’s a run-down on the four major changes.

Paul Rickard · June 30, 2025
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Questions of the Week (26 June 2025)

Can retail shareholders participate in Xero’s capital raising? Who pays the tax on the new super tax on balances over $3 million? Is Telix Pharmaceuticals a buy, hold or sell? Are there any changes to the super contributions caps next year?

Paul Rickard · June 26, 2025
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Questions of the Week (19 June 2025)

With the chatter about uranium stocks, do the major brokers prefer Paladin or Boss Energy? Can my 14 year old daughter, who works at McDonalds, get the super co-contribution from the Government? Is the ASX changing how the stock market opens? What are the rules around the spouse super contribution?

Paul Rickard · June 19, 2025
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6 top tax tips for 2025

With the end of the financial year just two weeks away, you don’t have long to act to ensure you pay the optimal amount of tax. To that end, here are our 6 top tax tips for you to take advantage of.

Paul Rickard · June 16, 2025

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