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Will Fortescue Metals re-bound? Should we consider winding up our SMSF? Why did the market react so negatively to Audinate’s trading update? Why is JB Hi-Fi paying a special dividend rather than just increasing its ordinary dividend?
Paul asks the hard question for those running an SMSF — are you cutting it? And he shows you how you should test yourself!
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.
With Australian bank stocks mostly fully valued, offshore banks appeal.
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?
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.
Is APA a buy at these levels? With the deadline looming for the takeover of Boral, should I accept the takeover or sell my shares on the ASX? With the non-concessional super cap set to increase next year, does the amount under the ‘bring-forward’ rule increase to $360,000? To invest more in gold, should I buy the ‘GOLD’ ETF or the currency hedged ETF ‘QAU’?
In this article, I’ll look at the three changes for this year, and what we know about the new super tax on balances over $3 million (and if you’re impacted, what you may want to do).
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