(03) 9020 2905PORTFOLIO POINT: SMSF property borrowing gets more appealing, thanks to the ATO’s response to trustee’s queries. It would appear there have been more questions than at a post-grand final press … Read More Clear skies for geared property
Category Archives: Newsletters
Picking a pension winner
PORTFOLIO POINT: Maximising income streams in retirement can involve financial magic, particularly where Centrelink is concerned Super pension income is tax-effective income. We all know that. It’s just a case … Read More Picking a pension winner
Newsletter #44
Sample Newsletter
Post budget super strategies
PORTFOLIO POINT: Post-Budget super strategies to combat the latest attack on your retirement nest-egg. I was seething. As should you have been. Sure, I was sitting on a holiday in … Read More Post budget super strategies
Countdown to 30 June
PORTFOLIO POINT: The countdown to 30 June has started. Here’s your SMSF preparation checklist to make the most of this year. While superannuation isn’t a race, there are aspects of … Read More Countdown to 30 June
DIY countdown to June 30
PORTFOLIO POINT: The countdown to 30 June has started. Here’s your SMSF preparation checklist to make the most of this year. While superannuation isn’t a race, there are aspects of … Read More DIY countdown to June 30
In-specie transfers: Get in quick
PORTFOLIO POINT: In-specie share transfers will become less appealing and more expensive for SMSFs post June 30. So you might want to act now. Every time rules change, opportunities present … Read More In-specie transfers: Get in quick
Financial Advisers don’t make the grade
PORTFOLIO POINT: Want financial advice on retirement, pensions or Centrelink entitlements? Read this before you make your first phone call. You wouldn’t have believed some of the squealing that followed … Read More Financial Advisers don’t make the grade
Take two for a DIY ruling
PORTFOLIO POINT: Here’s another major benefit of SMSFs – managing contributions over two years. The power of super as a retirement vehicle has plenty of boundaries. There are plenty of … Read More Take two for a DIY ruling
FOFA: What happened?
PORTFOLIO POINT: A last-minute backroom deal on FoFA’s “iconic” opt-in arrangements will dilute benefits to super members and investors. What does it mean for you? When two usual bedfellows break … Read More FOFA: What happened?