(03) 9020 2905PORTFOLIO POINT: Farewell in-specie transfers to super? The government has just labelled some SMSF trustees “liars” and “frauds” over in-specie super contributions. And here’s what they’re going to do about … Read More In specie transfers in the frame
All posts by Helen
Tax man spells out SMSF house rules
PORTFOLIO POINT: The Tax Office has put some meat on the bones of “repair” and “improvement” versus “new asset” regulations for geared property in super. And the news is good. … Read More Tax man spells out SMSF house rules
Life-changing finances
Like a good old-fashioned slap in the face, you don’t usually see a truly life-changing event until it has reversed into you. Sometimes, the bump is pleasant. You didn’t ask … Read More Life-changing finances
Fairer super: You have spoken
PORTFOLIO POINT: Leave minimum drawdowns and non-concessional limits alone! But if Super Minister Bill Shorten wants some suggestions to make super fairer, he need only have asked Eureka Report readers. … Read More Fairer super: You have spoken
Taking super to the next level
PORTFOLIO POINT: The current rules are flawed. They’re in danger of breaking the system. It’s time for a rethink on super contributions, so here are some ideas, Minister Shorten. True … Read More Taking super to the next level
Shorten goes the torp but his kicking needs work
All backsides deserve to be kicked occasionally. If they misbehave and poke themselves out … army boot, raised to 3pm, swung swiftly with torpedo punt follow through all the way … Read More Shorten goes the torp but his kicking needs work
FOFA’s good news
PORTFOLIO POINT: Certainly no earthquake, but a positive tremor for super consumers. Here’s how the Government’s new financial advice reforms will impact your super. Opt-in is confirmed. Working in a … Read More FOFA’s good news
Fix your returns
PORTFOLIO POINT: Looking around for less volatile alternatives to equities in your SMSF? Your solution could be fixed interest. But how do you get yourself some? Have equities been providing … Read More Fix your returns
Too much of a good thing likely to end in a hangover
Parties seem to be what life is about. The rest of our lives seem to just be filling in time between them. In our modern lifestyle, the more parties you … Read More Too much of a good thing likely to end in a hangover
Super reform dangers
PORTFOLIO POINT: The proposed ban on risk insurance commissions in super might be ditched. But it’s not that simple for SMSFs and it shouldn’t stop trustees in any case. Here’s … Read More Super reform dangers