Is Perth still a good buy for Buy and Hold CG strategy given median prices have touched Brisbane/ Melbourne level ? Or too late to enter for...
Is Brisbane still a good buy for Buy and Hold CG strategy given median prices have touched Melbourne level ? Or too late to enter for budget of $850k?
I have recently secured a SMSF resi loan pre-approval of $750k. I am 44 and atleast15 years away from retirement. I am looking house/ suburb with...
Has anyone used a professional portfolio management companies /hedge funds , which have access non-retail funds or have just used active trading...
Thanks @Terry_w. So , if family trust deed allows it and its personal trustee (not corporate) then changing appointer should allow to pass control...
Apologies for confusion. I was referring to gift by individual not by trust. My understanding is that parents can gift any investment assets like...
I’m Does gift of investment assets on personal names (share/properties) to kids also trigger CGT ? How to we pass control of family trust ?...
So , what is the best approach to pass generational wealth to kids without triggering CGT events for assets on personal names and assets on trust...
Thanks @Terry_w . How can a family trust with individual trutee can pass assets like shares snd propert to childrens without incurring any capital...
I am considering establishing a Family Trust exclusively for the purpose of investing in shares. The plan involves transferring my current stock...
Budget - $700k - $800k price bracket for SMSF Resi Investment Expected Outcome - 4-2-2 House which can deliver 6-7% Average CG over next 20 years...
Budget - $700k-800k-$1mil price bracket Expected Outcome - 4-2-2 House which can deliver 7-8% Average CG over next 20 years & 4% yield Areas...
You timed to it almost perfection, given index (QQQ) is itself 50% up since 1 year ! If you dont mind, please share your stock portfolio :)
I am contemplating doing the same. Has anyone done a Stake / Drivewealth to IBKR transfer for SMSF account with US investment? I am providing...
Thank you for your response. Lets say - I invest $500K today and it become $4mil. Now $3.8mil (combined) balance moves to pension account and...
Stuart Wymess podcasts are very informative and succinct. Are you at client of his @Jingo ?
https://www.portfoliovisualizer.com/backtest-portfolio#analysisResults This is from 1980 to now. 10%+ growth[ATTACH]
Any specific names ? I am not looking for fornal binding advise , more seasoned tax professionals or broker with investment expertise to validate...
I have been doing some analysis on whether to sell or keep existing PPOR while buying new PPOR and impact of that on my borrowing capacity and...
Yes. I am thinking of $700k property - with 5-6% growth and 4% over next 20 years. No option is Sydney or Melbourne. Hence, looking at Brisbane as...
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