(03) 9020 2905PORTFOLIO POINT: My geared property rule for SMSFs trustees – if you’re not doing it outside super, don’t do it inside your SMSF. With stock markets swan diving back into … Read More SMSFs: Don’t buy the property spiel
All posts by Helen
Property doom
I’m no fan of naysayers. Negative people, in general, can sod off out of my presence, thank you very much. And given a choice between having a laugh and having … Read More Property doom
How super were your returns?
PORTFOLIO POINT: How did your SMSF’s performance measure up at June 30? Look away now if you didn’t have any international exposure. You missed the action. Again. The moaning about … Read More How super were your returns?
Step lively on super pensions
PORTFOLIO POINT: Death taxes expanded! A new Tax Office position on super pensions has major repercussions for super and estate planning. It was bound to happen. I’d choose an important … Read More Step lively on super pensions
Proof of the tax pudding’s in the eating
One of life’s great, yet simple and indulgent, pleasures, is a good ham and cheese toasted sandwich. A slice of cured, honeyed pig, some tasty cheese, perhaps with butter, preferably … Read More Proof of the tax pudding’s in the eating
Bequeath your super tax-free
PORTFOLIO POINT: You’ve fallen off your perch. Who’s getting your super? Part two of my series on death benefit nominations. At the time of retirement, superannuation is likely to be … Read More Bequeath your super tax-free
A fix for super limits
PORTFOLIO POINT: The government seems to be coming around to the idea that some changes are needed to concessional contributions limits. And here’s one worth considering. The way things are … Read More A fix for super limits
Cash crunch
KERRRRUUNNCH! “What was that?” I hear you ask. That was the sound of a severe cash crunch. Perhaps you’ve heard that sound before yourself. Don’t panic. It was definitely mine, … Read More Cash crunch
Who’ll get your super when you fall off the perch?
PORTFOLIO POINT: Who will get the proceeds of your super when you fall off your perch? There are some big traps. Here’s what you need to know. The aim of … Read More Who’ll get your super when you fall off the perch?
Super and the self -employed
PORTFOLIO POINT: Concessional contributions face strict limits because of the tax “generosity”. Do you qualify for a tax deduction for your contributions? Getting money into super is hard enough, what … Read More Super and the self -employed