(03) 9020 2905When you’re flying high and your life is moving like it’s in a slipstream, sometimes you don’t learn a lesson until it’s too late. Often, the faster your jet is … Read More Cyber attack highlights necessity of a backup plan
All posts by Helen
Super pensions not set-and-forget
PORTFOLIO POINT: Don’t just think that switching to pension is flicking a switch. You need strategy to back it up. Here are some more areas to consider when starting a … Read More Super pensions not set-and-forget
Super pension strategies
PORTFOLIO POINT: The benefits of having your SMSF in pension mode go way beyond finally taking a tax-advantaged income stream. It should influence how you invest. Drawing a pension from … Read More Super pension strategies
To eat the seed of the money tree, delay, man
God has the Anti-Christ. Superman has Lex Luthor. Roadrunner has Wile E Coyote. Julia Gillard has Kevin Rudd. Shane Warne has mobile phones. Hippies have Debt Man. Yes, a Hippie’s … Read More To eat the seed of the money tree, delay, man
Leave the comfort zone
PORTFOLIO POINT: Loaded up on Australian shares and cash in your SMSF? As a trustee, you’re not alone. But take a peek at what you’ve been missing out on. It … Read More Leave the comfort zone
Pollies behaving badly
I think our federal politicians want some attention. So now they’ve got mine, long enough to say: “Toughen up princesses!” A report about politicians, by politicians, issued this week said … Read More Pollies behaving badly
Super’s eight point checklist
PORTFOLIO POINT: June 30 is fast approaching. But you’ve still got time left to maximise your superannuation entitlements. Aaargh! It’s the end of May! Grand final time for superannuation. Starting … Read More Super’s eight point checklist
Cut the risk, not the income
PORTFOLIO POINT: Winding back the risk in your SMSF by switching from equities to bonds? Not so fast! It’s taken as a given in the investment world that the older … Read More Cut the risk, not the income
Stubbornness
I love my kids. They’re awesome. While I’m sure your kids are great an’ all, mine are way cooler. The best toys in the solar system. They’re a million times … Read More Stubbornness
Common sense prevails on caps
PORTFOLIO POINT: A fix for accidental over-contribution errors in last night’s budget doesn’t mean a free pass. Here’s a must-know guide to the contribution rules. A win for Eureka Report … Read More Common sense prevails on caps