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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Fund managers such as Platinum; Do companies have to frank their dividends?; And our model portfolios – are there plans to take any profits?
The 5 great income stocks I put forward in February this year have done remarkably well, however, I think equity income stocks have become quite expensive and I’m increasingly considering opportunit..
The Woolworths buyback: do you buy back in?; Sonic Healthcare: is it a buy?; advice for “young ambitious investors”.
If you’re worried about the change to franking credits, here are three options you can consider to “lessen” the impact.
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.