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Recent Questions & Answers

SMSF Investment Strategy

Paul Rickard

Hi Paul,

I have an SMSF Investment Strategy similar to the one that was in the Switzer Super Report some months ago – where it involves the Portfolio Range Benchmark.

For the purposes of taxation: if the Strategy is within the range e.g. 0-50% (Shares), but out on the Benchmark, due to the sale of shares which I hope to buy back in a couple of months, does that still comply, or do I have to make another Investment Strategy?


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Dividend washing

Paul Rickard

Hi,

Can you please tell me if there is a bill going through parliament regarding dividend washing?

If so, will it be backdated?


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Seniors Health Card

Paul Rickard

I watched Tony Negline’s video about the seniors health care card, He mentioned a discount on Rates and Rego.

Is this correct?

I can’t find any mention of it on the Centrelink site.


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Reject Shop (TRS)

Paul Rickard

Hi,

I’m new to the Switzer Report and have been running my SMSF for around 3 years.

I recently purchased a parcel of shares in the Reject Shop (TRS) at $10.16.

Its now very apparent that I may have jumped in a little early. I’m 53 and am not looking at accessing my Super until age 60+. SMSF value approx. $350k.

My question: Should I purchase more TRS shares to average down my buy in price or should I sit on the side lines for a while longer?


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