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All posts by swim@swim.com.au
SAFs could save your skin
PORTFOLIO POINT: They’re not a big part of the DIY spectrum, but SAFs have some important advantages over SMSFs … and could save your super skin. Those who are deeply … Read More SAFs could save your skin
Finger on panic button?
PORTFOLIO POINT: Super investment risk is ultimately in your control. Do you have a finger on the panic button? Using extreme examples to try to prove a point rarely does … Read More Finger on panic button?
Backroom deal dilutes adviser reform
PORTFOLIO POINT: A last-minute backroom deal on Future of Financial Advice’s “iconic” opt-in arrangements will dilute benefits to super members and investors. What does it mean for you? When two … Read More Backroom deal dilutes adviser reform
Risk reduction takes hold
PORTFOLIO POINT: The primary investment driver of SMSF trustees has changed. Has it taken hold of you? Some shifts in direction are subtle, like a cruise liner slowly changing its … Read More Risk reduction takes hold
Managing contributions
PORTFOLIO POINT: Here’s another major benefit of SMSFs – managing contributions over two years. The power of super as a retirement vehicle has plenty of boundaries. There are plenty of … Read More Managing contributions
Adviser report scary
PORTFOLIO POINT: Want financial advice on retirement, pensions or Centrelink entitlements? Read this before you make your first phone call. You wouldn’t have believed some of the squealing that followed … Read More Adviser report scary
In-specie transfers – act now?
PORTFOLIO POINT: In-specie share transfers will become less appealing and more expensive for SMSFs post June 30. So you might want to act now. Every time rules change, opportunities present … Read More In-specie transfers – act now?
Countdown to 30 June
PORTFOLIO POINT: The countdown to 30 June has started. Here’s your SMSF preparation checklist to make the most of this year. While superannuation isn’t a race, there are aspects of … Read More Countdown to 30 June
Should Australians be tipping at restaurants, and if so, how much?
Who’s my waitress for the evening? Two Broke Girls? If it’s Penny from Big Bang Theory, my tip … will be HUGE! If it’s Roseanne Barr … loose change. She’s a scary … Read More Should Australians be tipping at restaurants, and if so, how much?