Super & SMSF

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

Premium

6 tax tips for 2024

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.

Paul Rickard · June 17, 2024
Premium

Questions of the Week (30 May 2024)

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’?

Paul Rickard · May 30, 2024
Premium

Changes to super: how they’ll impact you!

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).

Paul Rickard · April 29, 2024
Premium

Questions of the Week (21 March 2024)

Does the spiraling debt of the US cause you to be hesitant in investing in the share market? Will the super contribution caps increase next year? Are the short sellers still active in the lithium stocks? Brambles has had a nice run…what do the broking analysts think now?

Paul Rickard · March 21, 2024
Premium

Questions of the Week (25 January 2024)

Will the share market sell off in 2025 ahead of the introduction of the tax on super funds over $3 million? With a reversionary super pension, what are the implications on the transfer balance cap? What do the analysts say about Fortescue? Is Pilbara Minerals still your preferred way to play the lithium market?

Paul Rickard · January 25, 2024

You don't have credit card details available. You will be redirected to update payment method page. Click OK to continue.