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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What assets can an SMSF invest in? Franking credits and industry super funds. Transferring shares to an SMSF. Is this another case of “bank bastardry”?
A strong start to 2019 has seen both our portfolios return around 13%. The income portfolio has, somewhat surprisingly, done better than the growth portfolio and has outperformed the benchmark.
Will I lose my franking credit refunds? A high flyer in Bubs Australia and a model ETF portfolio.
The “bears” are still in the ascendency when it comes to the outlook for the banks but here’s my reasoning behind whether I’d sell or hold banks shares now.
Will ANZ and NAB pay their dividends before July 1? Discounts for Argo and Milton. And is it time to take profits on resource companies?
Some investors see the advantages of using a managed investment, particularly if they don’t have time to follow the market. A question I’m frequently asked by investors is: what’s the best manag..