Annabelle Dickson
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Q&A 18 February 2019

Q: I have a few superannuation funds floating around and I am thinking about consolidating them. Why should I do this and how do I go about it? A: The Australian Taxation Office assisted 66,000 people in locating and consolidating…

SMSFs lose faith in the blue chips

Self-managed super fund trustees have dumped their investments in Australia’s top 10 listed equities as performance has failed to meet expectations. The proportion of funds that held Telstra in their portfolios dropped from 50 per cent in the December quarter…

Q&A 11 February 201

Q: I read that some tax agents got into trouble for not passing on tax refunds to their clients. How do I make sure I get what is due to me when I use a tax agent to prepare my…

IPOs flop

Last year’s initial public offerings failed to produce returns for investors – falling from their issue prices by an average of 18 per cent by year end. It was the worst performance for IPOs on the ASX since 2011. Only…

Putting values in the bank

Consumers have the opportunity to choose banks and financial products that are socially responsible, in addition to existing ethical investment choices. Teachers Mutual Bank Limited is one of the first Australian banks that has Responsible Investment Association Australasia (RIAA) certification…

Q&A 4 February 2019

Q: I have recently invested in Australian Foundation Investment Company (AFIC) and have encountered an unusual choice between a dividend reinvestment plan (DRP) and a dividend substitution share plan (DSSP). What is the difference between the two and how do…