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I’ve paid a CGT-exempt amount (i.e the otherwise-taxable capital gain on sale of a small business asset) into my SMSF.
How is this to be reported – in the members benefit statement, or elsewhere?
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We are interested in investing in Magellan Global Fund for our SMSF to get exposure to International Equities.
Which would be the better way – the hedged or the normal one?
Also, should we invest directly with them or go through a broker?
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If an SMSF is in pension mode (that is not paying tax on earnings) is the fund still taxed on overseas earnings if it invests in an ETF (for example iShares Core S&P 500, IVV) since there is nothing to offset the withholding tax against?
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Having read Charlie Aitken’s report under “Don’t Fight The Fed, I don’t understand what he means by “It’s now time to start positioning your portfolio for…. the unwinding of the yield trade”. Does he mean that SMSF trustees should reduce their investments in high yielding equities in favour of increasing investments in growth? If that’s the case, how should a retiree that needs income to live off tackle this re-balancing please? If a retiree has investments in managed funds, how should they (i.e. the retiree) perform this “unwinding of the yield trade”? Do they sell out of managed funds and LICs?
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Has Charlie Aitken given up on NAB?
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I’d like to invest in a quality LIC or ETF that has a reasonable yield, and would benefit from a rising US dollar. Is there such an animal?
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