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Are we still heading towards the predicted forecast of 5800-6000 for the AXO Index this year?
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Does the partial commutation work by the SMSF making an off market transfer of $60,000 worth of shares to the beneficiary’s private share account?
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We are retired and have an SMSF worth about $1 million. We have 80% in shares and 20% in income securities. We have a total of nine holdings, including banks, Telstra, BHP, Woodside etc. and are both 70.
We recently sold NAB and Wesfarmers and bought BOQ and more Telstra. We have a stockbroker for these trades and it was on his suggestion that we sold. What is your view on the number of holdings and percentage of shares versus cash?
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I was hoping you may have a better understanding of the new increase to the superannuation guarantee.
My son works for a large company who classifies him as a “Freelancer”.
His previous payslips show a Weekly Gross amount as agreed upon (based on a daily rate x 5) – less tax = Net, and then an additional Super amount based on 9.25% of his Gross figure.
He does not receive any sick or annual leave entitlements. Since the increase to 9.5% his net has decreased, and he tells me this is because of the new Super change!
I believe that if his Super was calculated on the gross previously (not Gross including Super) then that is how it should remain. Am I missing something? Thanks.
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In a recent edition of Cuffelinks, there was reference to companies that provide help with administering SMSFs.
The ones named were Class Super, BGL, Super IQ and Supermate.
I run a $3m fund with diverse investments ranging from ASX listed securities, FIIG bonds, property development syndicates, property syndicates and unlisted trusts.
End-of-year scrambling around to provide information to my accountant is hard work, even though I keep good records. Can Switzer Super recommend one of the named companies? I need a service that’s easy for a non-accountant to use.
Can you help with this issue?
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Paul,
Interested in your thoughts as to NAB “outperforming” against the other big banks – Charlie Aitken’s article on NAB was interesting, and I would be interested in whether you still see CBA as the best of the big 4.
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