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Mickey Mordech Answered by Mickey Mordech 5d ago

URW Question

i Have been slowly accumulating URW on your Buy advice. I have a contact(family member in Munich). He is relocating to Sydney so did not have the time to fully research for me. His initial thoughts 1. Shopping centres are a 20th century investment-the business model is dying around the world. I can"t remember the last time we went to one, we buy most things on Amazon or over the internet. 2. I like that they have airports,conference centres and office space. 3. The 2 Westfields in London are very popular. They are almost like entertainment districts than Shopping Centres. He comments 1H18 earnings of 37.5c. So possibly 75c for the year. Thus a P/E of 15 which at first glance is not overly cheap. I bought to avoid franking problems if Labor get in. Do you still have it as a strong buy, and could you give reasons. My ibformant is a 40 year old highly paid professional at a major company(cannot name). He is re-locating for life style with his wife and two little boys after 10 years away

Mickey Mordech Answered by Mickey Mordech 1wk ago

Halifax Investments entering administration

Hi I have a few questions in relation to Halifax Investments which was recently put into voluntary adminstration and all funds frozen. My question is as follows. I currenlty trade using their platform being interactive brokers. I have open positions in the derivatives market currently secured with cash and shares in the US and europe. Where are these shares and cash held, I would assume they would be held via the variouse exchanges. If the funds are frozen and the positions are still open would the administator therefore be laible for any potentila losses as the only option would be to close down positions at a loss or leave them open but where are the securities for these positions. A final question , based on the extensive media stating that this firm had ticked all the boxes with ASIC and the ASX why has it ended up in this state. Is this another ASIC failure, really why are they there if these failure are still going on? YOur thoughts and inputs would be appreciated

Mickey Mordech Answered by Mickey Mordech 2wks ago

Unlisted vs ASX listed funds

What reasons can you suggest that would make me buy an unlisted equity product as opposed to buying an ASX listed equivalent? For eg. Antipodes Global (long) vs the newly listed offering by the same fund manager.

Mickey Mordech Answered by Mickey Mordech 2wks ago

Effect of removal of franking credits on stocks

After Labor’s announcement removing franking credit cash refunds I pretty much stopped buying Australian shares. I suspect a few others are nervous too and have reduced their exposure to the ASX. In the increasingly likely event Labor win power next year, what impact do you think their policy will have on ASX share prices and dividend payments? Or am I missing a trick here.. are the leaders likely to pay out as much of their franking credits now while they can?

Tony Kaye Answered by Tony Kaye 2wks ago

Super fund asset options

I have two super funds. One has reached the transfer balance cap and has a mix of equities and cash. My other fund is relatively small and is mainly cash. Notwithstanding the opportunity to use an industry fund, what sort of assets should be held in the respective super funds?

Mickey Mordech Answered by Mickey Mordech 1mth ago

Perls XI Capital Notes

Comsec Perls XI Take up or not?

Max Newnham Answered by Max Newnham 1mth ago

Upsizing superannuation and repaying debt

I’m 57 and not happy with my current super fund as it is underperforming. I’m also out of work at the moment, because due to my age and living in Queensland, it's very difficult to find work. I don't have the $1.6 million like many others appear to. I only have $1 million after pouring a lot of proceeds from previous property sales into my superannuation.My partner is 60 with only $200,000 in his superannuation. We have a large debt of $426,000 still owing on our home loan. Can you suggest anything we can do to pay of our debt sooner and improve the health of our superannuation?

Max Newnham Answered by Max Newnham 1mth ago

Dealing with a change to franking

I have an SMSF in retirement phase paying zero tax and receiving imputation credits of about 30 per cent of dividend income. Should Labor implement its plan to deny payment of imputation credits where there is no paid tax to offset the credit, then I will lose this additional 30 per cent payment on top of my dividends.What options are available to me should the Labor policy be implemented? One option I have heard of is joining an industry super fund where the tax paid by pre-retirement accounts fully offsets the imputation credits on retirement accounts. Is this likely to be a viable option?

Max Newnham Answered by Max Newnham 1mth ago

Binding death benefit nominations

I have approximately $1.6 million in pension mode in Australian Super as a reversionary pension, with a Binding Death Benefit Nomination in place in favour of my partner. This is meant to continue after I die. I also have a further $900,000 in Australian Super, $700,000 in First State Super, and $1.2 million in my own SMSF, which are all in accumulation mode with BDN’s are in place. After I die is it possible for some of these funds to remain within the superannuation environment in my partner’s name, or do these amounts have to be paid out in cash to her?

Gaurav Sodhi Answered by Gaurav Sodhi 1mth ago

Uranium Outlook

For Gaurav: you answered a question about the outlook for uranium last year. Since then more supply has come out of the market, Japan is restarting reactors, and significant development is happening in China, has your view on the sector changed?

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