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Recent Questions & Answers

Unlisted Property Investment Funds

One of your readers recently reported on her SMSF investment strategy, which includes >50% in unlisted property trusts. Our advisers have recommended we buy commercial property, but we don’t have the time or expertise to do this.

We do have some shares in the listed property sector, but these are obviously subject to the vagaries of the market, hence in principle, unlisted property seems like a good option for us.

Have you had any recent short reviews/recommendations/suggestions of the unlisted commercial property sector, and if not, can you please do one soon?


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GB Pounds

After reading Charlie’s article today, would it be wise to purchase GB Pounds now for a GB trip beginning April 2016?


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Index inclusion

During a recent visit to London I read an article in the financial press regarding buying shares in companies about to be listed on the ASX. The theory being that managed funds would have to buy some of the new listings (eventually) to get their portfolios “balanced” . I can’t recall the terminology, so can you refresh my memory? And, what do you think of the concept of buying these about-to-be-listed stocks, and finally, how does one get access?


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