(03) 9020 2905MOST of us need? Seriously. All Gen Xers need it! Like we need air. And Sunnyboy iceblocks on 40 deg day. Ask yourselves the following. Have you got a mortgage, … Read More Insurance: Most of us need some, but what and how much? Where do you start?
Category Archives: Newsletters
Drilling down into DIY super
PORTFOLIO POINT: How do you compare? The latest stats show some surprising trends in the SMSF sector. For years we moaned about the quality of up-to-date statistics on self-managed super … Read More Drilling down into DIY super
Debt Man Newsletter #51 – Tis the season for navel gazing …
Debt Man #51 jan2013
Seven super tips for 2013
PORTFOLIO POINT: Take a moment to be thankful for returns in calendar 2012. Now, focus on what you need to do in 2013. In recent years, it’s been rare that … Read More Seven super tips for 2013
Not everyone is cheering about interest rate cuts
Newton’s Third Law of Interest Rates: “For every cheer, someone sheds a tear.” I know, there’s no such thing. Sir Isaac was no economist (the dismal science). He was a … Read More Not everyone is cheering about interest rate cuts
Download DMIN#50 here
Debt Man #50 dec2012
The DIY pre-retirement garage sale
PORTFOLIO POINT: Numbers on post-retirement asset switching show SMSF retirees actually do de-risk their portfolios as they age. The shift from being a part of the workforce to being retired … Read More The DIY pre-retirement garage sale
The ATO’s super property crackdown
PORTFOLIO POINT: The Tax Office has warned of a SMSF property borrowing crackdown. You must get these investments right up front. A fair warning has been issued by the ATO … Read More The ATO’s super property crackdown
Invest or die, it beats the pension
“Invest or Die!” was the alarming title of a finance book by a mate, John Beveridge, a few years back. I was expecting cold hard facts showing that “if you … Read More Invest or die, it beats the pension
Trustees seek yield safety
PORTFOLIO POINT: Eureka readers respond: “We’ve had enough of equities. We want security of return, not higher returns.” It wasn’t unanimous, but the consensus was certainly overwhelming. Eureka Report readers, … Read More Trustees seek yield safety