PORTFOLIO POINT: Super double up. If you’re a couple, then combining your TTR and salary sacrifice strategies can lead to even more powerful results. The great thing about Transition to … Read More Super to the power of two
Category Archives: Articles
“What is your most expensive habit, and do you have any plans to kick it?”
Mmmm. Most expensive habit? What’s the definition of “most expensive”? The one that has cost you the most money? Or the guilty pleasure that derives no economic benefit. Kids? We’ve … Read More “What is your most expensive habit, and do you have any plans to kick it?”
“I like to control all of my investments, so should I start a self-managed superannuation fund?”
Whoa-boy! Steady up Xers! You’re trying to move faster than Charlie Sheen when he’s “on the drug Charlie Sheen”. Answer these important questions first. Do you have a minimum of … Read More “I like to control all of my investments, so should I start a self-managed superannuation fund?”
De-simplifying super
PORTFOLIO POINT: Some flesh has been added to the skeleton of the 50-50-500 rule for super contributions. And it looks like generating higher fees for SMSF advisers. Accountants and financial … Read More De-simplifying super
“Should you enjoy your life today, even if it means less money to spend tomorrow?”
No! No enjoyment for you! That may sound a little bit Seinfeld “Soup Nazi”, but that’s the way it’s got to be. Don’t you know that the person with the … Read More “Should you enjoy your life today, even if it means less money to spend tomorrow?”
“As Baby Boomers retire en-masse, should they spend all their kids’ inheritance or leave some financial love?”
Excellent! Time for some Baby Boomer bashing! Billy Joel stated “we didn’t start the fire” in his 1989 hit that claimed his Boomer generation wasn’t to blame for the world’s … Read More “As Baby Boomers retire en-masse, should they spend all their kids’ inheritance or leave some financial love?”
Super’s prime time
PORTFOLIO POINT: Super isn’t “old people stuff”. Today we explain why Gen Xers need to lay the foundations early for a super-sized super balance in retirement. The real problem with … Read More Super’s prime time
“Aussies have donated generously this year, but are we as giving as we should be?”
Donate more? Wha-a-at?! We’re already taxed to within a breath of extinction. And PM Gillard wants more next year! With what’s left, you want more … blood from stone! I’m … Read More “Aussies have donated generously this year, but are we as giving as we should be?”
Generation X: Your guide to super
PORTFOLIO POINT: Are you a 30- or 40-something? Want to know how to maximise your super during “your most powerful decade”? Today starts a two-part series on super for Generation … Read More Generation X: Your guide to super
Challenges ahead for super
PORTFOLIO POINT: Super funds and platforms are going to have to become inventive if they’re going to survive and thrive under “Cooper’s Super”. All of the parties involved in the … Read More Challenges ahead for super