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Recent Questions & Answers

Transition to Retirement

I heard you say on 2gb radio that it makes sense (99% of the time) to take a “Transition to Retirement” as soon as you get to preservation age.

Listening to a guest (called “Mr X”) on Scott Pape’s show recently, the guest stated that at “60 it’s a no brainer, but not between the age of 55-59.”

Do you know why he might have said this?


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Portfolio – buy recommendations

Just signed up! Need advice on what to buy in my SMSF.

I currently have:

BHP $ 2521.40 x 70 units
CCL $3213.00 x 350 units
WOW $5448 x 150 units

I have 100K to setup a portfolio with.

Do you guys have a simple buy recommendation that I can follow?


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Telstra buy-back

As a subscriber to your report, could I get someone to explain to me how the Telstra buy back works?

Obviously I want to obtain the highest price possible, but I do understand all the discount options that they are offering.


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Charlie’s US dollar story

I’ve read Charlie’s US dollar story, and for some time I’ve been looking at buying $USD.

Currently looking at ETFs as the best way to buy, and see Betashares have USD.AX.

Interested in your thoughts on this approach.


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Healthscope and Ramsay

I know Healthscope is no Ramsay but at $2.30 a share has it got the potential for long term capital growth? It is certainly an affordable stock to buy currently compared to Ramsay.


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