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
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?
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
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
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
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
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?
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
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?