(03) 9020 2905PORTFOLIO POINT: In your 50s? Looking to expand your asset base? Should it be inside, or outside, your SMSF? Read this before you make any further investments. A lawyer colleague … Read More SMSFs inside ‘secret’ weapon
Category Archives: Newsletters
Winning lotto is unlikely but we can always dream. What should you do with a $1 million windfall?
Say to yourself: “Cool! One million down, one million to go”. On its own, it’s not retirement material for a Gen Xer. Or, at least it shouldn’t be. A million … Read More Winning lotto is unlikely but we can always dream. What should you do with a $1 million windfall?
Is this the ultimate super loan?
PORTFOLIO POINT: What!? A no-interest loan to your SMSF? Maybe, but don’t rush in just yet. For now, just watch this space. Sometimes regulators work in mysterious ways. Very mysterious … Read More Is this the ultimate super loan?
Don’t make a super stuff-up
PORTFOLIO POINT: Time to check your salary sacrifice contributions – before you bust out of your limits. The vast majority of Australians don’t think too hard about their super contributions. … Read More Don’t make a super stuff-up
Hands off our Super
PORTFOLIO POINT: Twice in a year? Another enemy of superannuation must be declared. Sometimes, “research” adds to debate, because of the inequities that get raised and the opportunities to right … Read More Hands off our Super
Like riding a bike, money habits are hard to forget
I don’t remember learning to ride a bike. I don’t remember many of the early spills. I do remember one time, with my head down and bum up peddling faster … Read More Like riding a bike, money habits are hard to forget
Raising the preservation bar
PORTFOLIO POINT: The pressure is on to lift superannuation’s “preservation age” closer to age pension eligibility. We know superannuation is about investing for the long term. There’s an accumulation phase … Read More Raising the preservation bar
Debt Man Investment Newsletter #46
Download Debt Man #46 Aug 2012 here
Super in a fee fall
PORTFOLIO POINT: The super fee revolution has landed. Over the next few years, a major review of your superannuation could save you a bundle. When you open your annual super … Read More Super in a fee fall
Four joint-venture options for your DIY fund
PORTFOLIO POINT: One joint-venture property opportunity, four distinct funding options. If you’ve considered JV property investments in your SMSF, you must read this. Purchasing property inside SMSFs is on the … Read More Four joint-venture options for your DIY fund