Paul Rickard has more than 25 years experience in financial services and banking, including 20 years with the Commonwealth Bank Group in senior leadership roles. As the founding CEO and Managing Director of CommSec, which he established in 1995 and led until 2002, and then as Chairman till 2009, Paul was named Australian ‘Stockbroker of the Ye...View more >
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In this second article of a two-part series, we look at two indirect investment options - insurance bonds and education savings plans.
The ‘bring forward rule’ and ‘transfer balance cap’ in super; CommSec’s ‘Pocket’ for kids; and what are the risks of investing in unlisted property funds?
In this article, we look at tax issues, road test the bank accounts designed for kids and how to buy shares for minors. Next week, we’ll focus on some of the special investment products: insurance..
The Westpac Share Purchase Plan – what is the price and is it too late to withdraw?; premium food and beverage group Longtable – will there be any near-term relief?; and why is REA Group trading..
In the eleventh review for 2019, we look at how our model income and growth portfolios performed in November.
Suncorp Capital Notes 3 hybrid issue; is their value in Westpac; and changes to our model portfolios?