(03) 9020 2905PORTFOLIO POINT: How good/bad was your performance as SMSF investment manager last year? The number to beat was 3.35%. Maybe, just maybe, if the Australian market hadn’t crapped out in … Read More Are you good enough to run your SMSF?
Category Archives: Newsletters
An in-specie transfer
PORTFOLIO POINT: Reprieve on in-specie transfers! The legislation is too hard to frame, so you’ve got another year. As predicted here (28/9/12) just a few weeks ago, the ban on … Read More An in-specie transfer
Transition to more super
PORTFOLIO POINT: Ramping up your non-concessional contributions before starting the pension can aid transition-to-retirement plans. There’s little doubt that transition to retirement strategies have been, well, neutered, to a large … Read More Transition to more super
Time can add up when you do things efficiently
There are two opposing views on how to get things done efficiently – the Walter Chrysler way and the Lucille Ball way. Ball: “If you want something done, ask a … Read More Time can add up when you do things efficiently
Super delays, but property is hot
PORTFOLIO POINT: A reprieve on the in-specie transfer ban? In any case, SMSF trustees are moving on … and moving pretty smartly. There appears to be a pattern. The government … Read More Super delays, but property is hot
The six big questions on superannuation
PORTFOLIO POINT: Yikes! The questions overflowed at last week’s bumper super webinar. Here’s some answers to the top six topics on your collective minds. Wow, it was an awesome response … Read More The six big questions on superannuation
Beating the superman syndrome
PORTFOLIO POINT: For very good reason, there’s a new mandatory requirement for SMSFs from July 1. In the enthusiastic rush to start your own self-managed super fund, there are countless … Read More Beating the superman syndrome
Combating fear the way to go for first home buyers
Virgins, it must be said, don’t know what they’re missing. No matter how countless the hours they spend anticipating, fantasising and obsessing about “it”, they simply can’t know what the … Read More Combating fear the way to go for first home buyers
Debt Man Investment Newsletter # 44
It’s June, so it’s grand final time in the financial advice industry, as well as so many others But amongst all the professional thunderbolts and lightning that are spraying around … Read More Debt Man Investment Newsletter # 44
Transfer countdown
PORTFOLIO POINT: The market’s recent slump is perfectly timed for those looking to make curtain-call in-specie transfers to their SMSFs. If you’re a trustee and enjoying life at the moment, … Read More Transfer countdown