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Recent Questions & Answers

Rollover form – transfer of benefits

Tony Negline

The rollover form for transfer of benefits from an external fund to my SMSF lists employer contributions received by it for this financial year. Are they taxable within my SMSF or would they have already been taxed in the hands of the other fund?


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Income portfolio

Paul Rickard

If I am just starting an income portfolio (or a growth one for that matter) as suggested by you guys do you think it best to only buy those stocks in the income portfolio with a current brokers buy, or just buy the whole portfolio given it is for the long term?


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Should I sell CBA?

Paul Rickard

Dear Paul,

Over the years my wife and I bought CBA shares when it was first floated and gradually built up a portfolio with DRP.

We currently have about 1400 shares and our average buy price is around $45.00.

We recently transferred all of them to our smsf in pension phase.

I recently read an article elsewhere, I assume to people like us, to sell CBA shares when the market value is high to protect the capital.

If I sell them now, where can I invest?

What is your opinion on this?

 


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