PORTFOLIO POINT: Feeling spooked about how 2008 will affect your super fund pension? Research shows panic risk reduction is exactly the wrong reaction. A general levy of concern, if not … Read More Safe could mean sorry for DIY funds
Category Archives: Articles
DIY to-do list for 2009
PORTFOLIO POINT: Super fund investors will happily ring in 2009. And they won’t be shedding a tear for the departure of 2008. In the worst kind of way, 2008 will … Read More DIY to-do list for 2009
Stiff upper lip, investors! The bottom is in sight
Stiff upper lip, investors. Keep it together. The end is in sight. Worst case scenario: Only 10 more sleeps. But Christmas is a time for optimism. So let’s look at … Read More Stiff upper lip, investors! The bottom is in sight
DIY funds’ growth cools
The unconstrained growth of self-managed super funds is about to come to a stunning, but natural, end, according to respected research group Rice Warner Actuaries. The prediction follows a period … Read More DIY funds’ growth cools
Time to move on from cash
PORTFOLIO POINT: It was nice while it lasted and it’s been a wonderful safe haven in a world of financial turmoil in 2008. But super fund investors will have to … Read More Time to move on from cash
It’s RIP for SFI’s
PORTFOLIO POINT: Prolonged and extreme market volatility yesterday killed a traditional DIY super fund favourite, the self-funding instalment (SFI) warrant. The last player in the market, Westpac, is understood to … Read More It’s RIP for SFI’s
CMTs lose some gloss
PORTFOLIO POINT: When banks don’t even know who of their own to trust, how is a SMSF trustees supposed to know where to put their cash? Expect swift action this … Read More CMTs lose some gloss
Thinking cash? Think again
PORTFOLIO POINT: Have you got nerves of steel when it comes to your super fund’s investments? Thinking of switching to cash? Yesterday’s rate cut should put a dent in that … Read More Thinking cash? Think again
Looking cashed-up
PORTFOLIO POINT: Almost uninterrupted turbulence in global investment markets had no impact on the growth of DIY super funds. In fact, they might have fertilised it. SMSF trustees started out … Read More Looking cashed-up
Costly dividends
SMSF trustees tend to have a bit of affection forAustralia’s banks and broader financial stocks. Big yielding companies that have long and distinguished histories of paying. They are certainly not … Read More Costly dividends