If there was an economic windsock, it would be blowing around in circles. Even if a direction was discernible right now, it would probably be flying the opposite way tomorrow. … Read More When confusion reigns, there are always ways to benefit
All posts by Bruce
Super’s windshift means a change of tack
PORTFOLIO POINT: New rules require new thought processes. Perhaps it’s time you considered gearing strategies as a way of beating legislative changes, battered portfolios and a listless investment horizon. The … Read More Super’s windshift means a change of tack
Nine steps to sidestep budget super sting
PORTFOLIO POINT: Get your skates on. The super cutbacks in the Budget means Australians have just six weeks to make the most of the currently more generous rules. Yes, it’s … Read More Nine steps to sidestep budget super sting
Nine steps to sidestep budget super sting
PORTFOLIO POINT: Get your skates on. The super cutbacks in the Budget means Australians have just six weeks to make the most of the currently more generous rules. Yes, it’s … Read More Nine steps to sidestep budget super sting
Mercer warns of super flu
PORTFOLIO POINT: Make no mistake – a major super fund could collapse, causing widespread panic. And some fund trustees are exacerbating the risk to members with high levels of illiquid … Read More Mercer warns of super flu
Wayne Swan to give us his best Robin Hood
Gather round. I want to tell you a sad story. It’s been a tough year for the rich. They haven’t had much reason to smile since about, oh, October 2007. … Read More Wayne Swan to give us his best Robin Hood
Your nine step budget strategy
PORTFOLIO POINT: The rumblings are getting louder that Wayne Swan will tinker with super again in next month’s Budget. So, here are nine things to consider doing now. Not that … Read More Your nine step budget strategy
Don’t panic, big opportunities are knocking
It feels spooky out on the financial streets at the moment. A bit Twilight Zone – The Movie: “You want to see something really scary?” You can sense that, maybe, … Read More Don’t panic, big opportunities are knocking
Get your DIY fund back into gear
PORTFOLIO POINT: Super fund members and trustees will face a barrage of offers to help rebuild their battered super balances. Some will be product based, others strategy based. Here’s one … Read More Get your DIY fund back into gear
Sherry tightens focus on DIY borrowing
PORTFOLIO POINT: Tighter legislation of our now 400,000-plus DIY funds is on the way. Just don’t expect it to be rushed. However, minimum balance requirements are off the agenda. That … Read More Sherry tightens focus on DIY borrowing