(03) 9020 2905PORTFOLIO POINT: Super returns? What returns? Here’s how to turn the tables and bounce back. Plus reader feedback to why SMSF contributions have taken a dive. From a super returns … Read More Asset allocation: The DIY option
All posts by Helen
Age wearies them
It was when Shane Warne retired from international cricket after the 2006-07 Ashes series that the lightning bolt struck me. Bugger! How’d I get this old, this fast? Not moving-into-nursing-home … Read More Age wearies them
SMSF inflow eases
PORTFOLIO POINT: Your super contributions have slumped further! What you’re putting in now is down a full one-third on two years ago. Tell me why. What’s the story with your … Read More SMSF inflow eases
RBA and Melbourne Cup
If anybody thinks that the Melbourne Cup is actually about horses and jockeys and trainers … I’m here to tell you, you’re dreamin’. It’s about money. Obscenely large amounts of … Read More RBA and Melbourne Cup
DIY fund’s deft footwork
PORTFOLIO POINT: There has been a ferocious shift to defensive assets in recent months. Are you leading, following, or ignoring the trend? In a few days – November 1 – … Read More DIY fund’s deft footwork
Make the most of CCs
PORTFOLIO POINT: Concessional contributions are the base of super. Current rules mean your contribution limits are wasted if you don’t use them each year. Are you making the most of … Read More Make the most of CCs
Manage your wealth
“EX-TER-MI-NATE! Debt is the devil! It will kill you! You must not relax until all debt has been eliminated! Cancel worldly pleasures until debt is destroyed!” Um … you’re not … Read More Manage your wealth
We’re that close to world-best super
PORTFOLIO POINT: Hmmm, not bad Australia. Our retirement incomes system is “back on the podium”. Now, how do we get to pole and, more importantly, into the “A” grade? In … Read More We’re that close to world-best super
Diamond in the guff
PORTFOLIO POINT: Parliament House was filled with enough hot air to nearly see it float off like a hot air balloon during the tax summit. Buried deep, however, were some … Read More Diamond in the guff
Give your bank a sock kapow
Everyone has a love-hate relationship in their life. If you don’t, you should go out and get one. It should be a pre-requisite for getting a licence to breathe. Love-hate … Read More Give your bank a sock kapow