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Recent Questions & Answers

Portfolio updates – Origin

Paul Rickard

Paul, I am surprised to see Origin exited from income portfolio. Do you not see a recovery in share price and dividend even with near future 2015 LNG exports from Gladstone?


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Loan defaults in 2015

Paul Rickard

I am very concerned about the situation in 2015 for loan defaults by countries such as Russia and France that are in dire economic straights, and the possibility of the exit of Greece from the Euro.

Have you factored into your forecast the possible sociopolitical affects of this happening?


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Share traders

Tony Negline

The ATO seem to want to take a dim view of trustees who ‘trade’ shares within the SMSF format.

This, I believe, is because of the tax advantaged situation, especially in pension format.

What constitutes a ‘share trading’ situation?

I believe they recognise a trustees right to review investments for peak performance but the ‘share trading’ issue seems to be gaining strength!


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Lending & super

Tony Negline

I cannot lend money out of my super to any related party – is this correct?

What if I purchased a property together with a related party for the purpose of demolishing the old established house, and rebuilding a new one for investment purposes?

We each put our share of initial capital and the property will be owned jointly. To develop the property, I would use the funds available to me in the Super for my share of the outlay and the related party will borrow from the bank for the remainder. Everything will be kept at arm’s length of course.

Is this feasible? Are there any traps? Please keep in mind this is an investment or a commercial project so far as the Superannuation is concerned.


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