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Recent DIY Super Questions

Healthcare, Technology & Resource stock advice

I am trying to invest some money in the stock market for long term view. I understand the healthcare, technology and resource sectors are currently performing well. Can you recommend any share in these industries would you buy at current levels.


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Definition of spouse for purposes of the downsizer contribution

I have a question regarding clarification of a spouse under the superannuation act.

 

I know that a spouse under ATO is a person who you are in a relationship with even though not legally married. We are not married, however have been in a relationship for many years and wanted to confirm if we will be treated as a spouse for the purpose of being able to make use of the superannuation downsizer contribution as a result of my partner selling a property.


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The cost of closing your SMSF

We are in our mid seventies and are thinking of closing our SMSF and having a managed fund in lieu. What is the cost of closing our SMSF (assuming we need to)?

Any advice on choosing a managed fund? Cubs has been suggested.
What is the range of fees that would be charged?

We have about $1.5m in shares, hybrids, LICs and cash, and hoping for an income of about 85k with minimal draw-down of our capital.


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Advice on Medibank Private Ltd

Could you please advise me on Medibank private now that it has lost the government army contract.

It forms a major investment in my portfolio and was purchased on the float.

With the government increase cap, I am concerned.

If sell is your decision then what is your suggestion for a replacement?

This is my only investment in the medical sector.


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