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Recent Questions & Answers

Core and Satellite

Peter Switzer

In regards to “core and satellite”, I am not aware of this type of investment style.

Where can I seek knowledge on this type of investment?


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Investing for your grandkids

Paul Rickard

I have 12 grandchildren, their ages range from 2 to 12 years, in 3 separate families.

I don’t want the expense of setting up trusts for each of the 3 families, but I do want to buy them a long term share that will help fund their tertiary studies.

Any suggestions?


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Preparing taxation within an SMSF

Peter Switzer

Currently my fund sits at $830,000 which is mainly a balanced fund.

Over the last 2 years, it has cost us around $2,500 per year to prepare our taxation for lodgement.

Is this expensive for the preparation and lodgement of taxation within an SMSF?

I will turn 60 on 3/11/14. My wife is 58.


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ANZ

Paul Rickard

In issue 332, Paul Rickard discussed hybrids.

I can’t work out how, with ANZ PE at $98, you calculate a spread of 3.57%, and grossed up at 6.95%.

Can you please clarify?


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Forward multiple and Medibank

Paul Rickard

Thanks for your comments on the Switzer program on Monday evening regarding the Medibank IPO. You mentioned the term “forward multiple” a couple of times in arriving at your estimate that the $2 top range price is a bit on the high side.

Can you elaborate please?


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