(03) 9020 2905PORTFOLIO POINT: For very good reason, there’s a new mandatory requirement for SMSFs from July 1. In the enthusiastic rush to start your own self-managed super fund, there are countless … Read More Beating the superman syndrome
All posts by Helen
Debt Man Investment Newsletter # 44
It’s June, so it’s grand final time in the financial advice industry, as well as so many others But amongst all the professional thunderbolts and lightning that are spraying around … Read More Debt Man Investment Newsletter # 44
Transfer countdown
PORTFOLIO POINT: The market’s recent slump is perfectly timed for those looking to make curtain-call in-specie transfers to their SMSFs. If you’re a trustee and enjoying life at the moment, … Read More Transfer countdown
EOFY super strategies
It’s hard to get your super to soar like an eagle when it’s regulated by a bunch of turkeys. And whether the gobblers pulling the strings in Canberra are politicians … Read More EOFY super strategies
What are some of the biggest mistakes people make when it comes to paying off their debts?
Not all debt is the devil. There are actually three kinds of debt: “dumb”; “okay”; and “great” debt. To categorise them, you need to ask two questions. One: Will the … Read More What are some of the biggest mistakes people make when it comes to paying off their debts?
Picking a pension winner
PORTFOLIO POINT: Maximising income streams in retirement can involve financial magic, particularly where Centrelink is concerned Super pension income is tax-effective income. We all know that. It’s just a case … Read More Picking a pension winner
Super funds have been criticised for holding too many shares and not enough conservative assets. What do you think?
Bunkum, bollocks and bulltish. But let me explain. That proposition was made forcefully recently by former Treasury head Ken Henry. Uncle Ken’s comments were aimed at default “balanced” super funds, … Read More Super funds have been criticised for holding too many shares and not enough conservative assets. What do you think?
Aussie dollar bonus
You’d be daft not to stack up on your favourite wine when the local grog shop had a special on, wouldn’t you? And who hasn’t purchased half-price duty-free booze, simply … Read More Aussie dollar bonus
Post budget super strategies
PORTFOLIO POINT: Post-Budget super strategies to combat the latest attack on your retirement nest-egg. I was seething. As should you have been. Sure, I was sitting on a holiday in … Read More Post budget super strategies
Tax time is less than two months away. What should people be doing now to make it less painful?
A wise man (Daniel be his name) once told me: “accountants organise what’s already happened. Financial advisers organise the future.” And that, dear readers, is today’s exercise. Six weeks till … Read More Tax time is less than two months away. What should people be doing now to make it less painful?