(03) 9020 2905Bruce Brammall, 4 October 2017, Eureka Report SUMMARY: Asset allocation has become a whole-of-wealth game since 1 July. Have you put enough thought into it? The new … Read More Think outside the SMSF square
Category Archives: Articles
Into super or into your home?
SUMMARY: Into your super or into your home? Where do you plough excess savings? Something left over after all the bills are paid is generally the aim of the game. … Read More Into super or into your home?
Cash as king is dead. Where to now for the folding stuff?
With a world of investment opportunity out there … why would anyone focus their attention on interest rates on savings? Why? Sadly, because everyone still needs to hold … Read More Cash as king is dead. Where to now for the folding stuff?
The ATO raises the TBAR on pension reporting
SUMMARY: Real-time reporting of pension income streams is coming. Here’s what you need to start thinking about. TBAR sounds like something your kids (or grandkids) might … Read More The ATO raises the TBAR on pension reporting
DIY super needs a hands-on approach
SUMMARY: Do you really know the asset allocation of your SMSF? Sit down and figure it out. And be ruthless. The plight of the DIY super trustee … Read More DIY super needs a hands-on approach
Behind-the-scene look at advisers
Here’s an unlikely financial advice question: “Where does your favourite pizza come from?” When we last moved house, we moved out of delivery range of my favourite pizza delivery … Read More Behind-the-scene look at advisers
It pays not to tell lies to insurers
In any job, industry or profession, if you’re around long enough, you get to know the lies that are told during a transaction. For example … teachers and students, … Read More It pays not to tell lies to insurers
Disrupting retirement: What needs to happen
While super’s best brains search for a golden goose of retirement income products, just stay focussed on building your nest egg. We are nearly three years into the … Read More Disrupting retirement: What needs to happen
Tell your kids this
SUMMARY: If your kids still listen to you … here’s what you need to tell them to do with their super. My son is 10. He still listens to … Read More Tell your kids this
Making a retirement U-turn
SUMMARY: Can you return to work after “retiring” and starting a super pension? Of course, but there are some rules to know. You’ve hit retirement and you’ve started a … Read More Making a retirement U-turn