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Hi Keith, Great to see everything is holding up nicely. In relation to LPTs it continues to amaze me just how low the index (and SLF) has gotten to. I have purchased SLF in the SMSF over time and despite being down capital wise I'm very happy with the yield. However I would be happier...

Hi Alba, Yes, Keith has an excellent structure in place. This thread of Keith's is my all time favourite on Sommersoft. He has done very well. All our direct share holdings (dividend paying Industrials excluding LPTs) are also in a Disc Trust but I don't have any margin loans in place...

Hi Alba, Yes August (and February) is when companies will be reporting on earnings etc. In normal circumstances there may well be buying in anticipation of upcoming dividends. However the market is far from normal at the moment with high probability of capital loses given the extreme...

Hi Keith, Thanks for your views. Certainly interesting times are ahead. This coming week in the US will make for an interesting one. And of course as mentioned reporting season here in August will be keenly awaited by investors. It's a strange situation here in Oz. As stated petrol...

Me again, Actually I just remembered that a couple of years ago when I was more interested in trusts I vaguely recalled posting on another forum something about protecting the PPOR and just found the post. Some of this may be relevant to the above question. The same ideas I assume would...

Howdy, I don't think I can add any more than Keith. I only have a layperson's working knowledge of Trusts. In fact after all the confusion over HDTs in recent times I try not to think about trusts nowadays and stick to keeping things simple and just focus on finding good investments. The...

Hi Keith, It's great to see a continuation of this fantastic thread. It relation to the above I would have thought that that the "not repayable on demand" would carry very little weight in a court of law. From what I understand "gifting" (and then only well before any litigation ever...