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CBAs DSR Calculations

Discussion in 'Managed Funds & Index Funds' started by Venger, 29th Aug, 2007.

  1. Venger

    Venger Member

    Joined:
    30th Jul, 2007
    Posts:
    12
    Location:
    Brisbane QLD
    With a substantial property portfolio behind me (2.2m 50%LVR) I've recently put a fair amount into NAVRA, BBI, ZFX etc with high returns.

    CBAs wealth program have recently assigned me a new personal banker and when I asked the percentage of share/MF returns they count for DSR/LSR calculations he said 20%.

    I was shocked given I was doing this for serviceability reasons in the first place.

    Does anyone know if he was wrong?