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Tag: shares

Medibank Private Share Offer

We have recently received numerous enquiries regarding the pre-registration process for the upcoming Medibank Private Share Offer.  Consequently, we have decided to dedicate this month’s Wealth Pipeline to answering a few frequently asked questions.

By: September 28, 2014 Medibank, Investment Tags: , ;

Franking Credits, the 45 Day Rule and the $5,000 Rule

Whether franking credits can be offset against an individual’s net tax payable revolve around what is commonly known as, the 45 or 90 day rule.  The 45 day rule applies to ordinary shares and the 90 day rule applies to preference shares.  In this Wealth Pipeline we will be discussing the 45 day rule.

By: September 28, 2013 Investment Tags: , , , ;

Equity Short Selling

Short selling is the selling of a security that the investor/trader does not own.  If you own a stock you are said to be ‘long’.    

Residential Property and Equities

A common investment debate is residential property versus listed equities (shares).

 Over certain periods of time residential property will outperform equities and vice versa but in the long run they are correlated.  We believe they are generally correlated because ultimately residential property values are determined by wealth and income levels and the best proxy for wealth and income levels is the equities market.