How to use your DIY super fund to save your share portfolio

Discussion in 'Superannuation, SMSF & Personal Insurance' started by Simon Hampel, 14th Apr, 2009.

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  1. Simon Hampel

    Simon Hampel Founder Staff Member

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    How to use your DIY super fund to save your share portfolio - SmartCompany | Business news, trends and ideas for Australia

     
    Simon Hampel, 14th Apr, 2009
    #1
  2. BillV

    BillV Well-Known Member

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    Sim

    Thanks for the link.
    It's an interesting concept, I'll look into it further.
     
    BillV, 14th Apr, 2009
    #2
  3. AsxBroker

    AsxBroker Well-Known Member

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    Hi Sim,

    Nothing too new there. Most wrap accounts and some mastertrusts will allow members to hold direct shares. Just watch out as the article uses old contribution limits, newer limits can be found

    Jump in contribution limits for 2009/2010 year | SuperGuide.com.au

    Cheers,

    Dan

    PS This is general information. Before making a superannuation decision speak to your FPA registered Financial Planner.
     
    AsxBroker, 15th Apr, 2009
    #3
  4. Superman__

    Superman__ Well-Known Member

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    Perfect time to crystallise capital losses (or lower gains) in your personal name and re-balance you portfolio.

    To be honest, in-specie / off-market share transfers and all the forms are a pain in the arse.

    If possible it is easier to sell them on market via your broker, move the cash into your SMSF, then buy anew. Good opportunity to re-balance your portfolio.
     
    Superman__, 23rd Apr, 2009
    #4
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