(03) 9020 2905PORTFOLIO POINT: SMSF trustees missed the equity and property boats in the September quarter. Why did you hold back? It’s no secret that the last financial year was a disappointment … Read More Cashed out
Category Archives: Newsletters
Tapping into super wraps
PORTFOLIO POINT: Considering a SMSF? Would you like to “try before you buy”? Consider a “wrap” test drive. There was a big hoo-ha in superannuation industry circles last week about … Read More Tapping into super wraps
A super change to avoid death and taxes
PORTFOLIO POINT: A death-tax removed! A major tax win for super pensions was a pleasant surprise in the recent mini-budget. How often would a government tell the Tax Office to … Read More A super change to avoid death and taxes
Memory loss affects some Generations more than others. What key things do investors often forget?
You know, I know where this question wants us to go. But I’m just not sure that it’s right. The obvious answer? “They forget about the unbreakable relationship between risk … Read More Memory loss affects some Generations more than others. What key things do investors often forget?
Living today, paying tomorrow: A super dilemma
PORTFOLIO POINT: Have Australians “outsmarted” superannuation? Here’s a compelling argument for compulsory annuities. What happens when the best of intentions from our elected representatives is beaten by the people’s own … Read More Living today, paying tomorrow: A super dilemma
Debt Man Investment Newsletter #48 – October 2012
Newsletter #48
The big super raid is on the way
PORTFOLIO POINT: The rumblings have not been denied. A super raid seems inevitable in a desperate bid to balance a beaten up budget. That the Federal Government is going to … Read More The big super raid is on the way
Look left, look right and handball the financial risk
Crossing the road safely is a life skill you can’t handball. Not something you can delegate. Look right, look left. If Lightning McQueen (a mad driver and not such a … Read More Look left, look right and handball the financial risk
SMSFs in the firing line
PORTFOLIO POINT: SMSFs could become a specific target for a Federal Budget surplus in trouble. Most of the rule changes surrounding superannuation are aimed broadly at the entire sector, rather … Read More SMSFs in the firing line
Spouse splitting makes super sense
PORTFOLIO POINT: Consider starting spouse super splitting arrangements now if you want to take advantage of higher concessional contribution limits later. Sharing and caring – and minimising your tax burden … Read More Spouse splitting makes super sense