Super & SMSF

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

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Questions of the Week

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?

Paul Rickard · May 29, 2025
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5 tips to minimise the impact of the new $3m super tax

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.

Paul Rickard · May 26, 2025
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Questions of the Week

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?

Paul Rickard · May 22, 2025
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How would I invest cash right now?

I’ve been looking for recommendations for two of my financial planning clients. I’ll share with you what I’ve come up with. Be clear on this: if they were full-on growth investors, then I’d be more aggressive.

Peter Switzer · May 5, 2025
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Questions of the Week

Were there any changes to super announced in the Budget? Why has James Hardie fallen so much following the announcement of its takeover of AZEK? Should I take profits on APA? Is the worst over for lenders’ mortgage insurance provider Helia?

Paul Rickard · March 27, 2025
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Short sellers bet against uranium, lithium and discretionary stocks

Many investors aren’t quite sure what short selling is all about. There are 4 types of short selling but it’s the third type, the sector view, that I want to focus on here today because it tells us there are professionals who feel that certain industry/sectors are either “over-hyped” or vulnerable to the macro-economic environment.

Paul Rickard · February 10, 2025
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Questions of the Week

Is it better to invest in the share market through a market cap weighted ETF like STW or IOZ, or an equally weighted ETF like MVW? Should I cut my losses on the Centuria Office REIT? What do the major brokers say about JB Hi-Fi, which has just broken $100? For my SMSF, I’ve changed from individual trustees to a corporate trustee structure. Should I redo my binding death benefit nomination?

Paul Rickard · January 23, 2025
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Questions of the Week

What are the rules for buying bitcoin in my SMSF? Why is Macquarie’s next dividend only partly franked? What are the current industry sector weighting? What do the major brokers say about Treasury Wine Estates?

Paul Rickard · December 12, 2024

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