(03) 9020 2905PORTFOLIO POINT: Super investment risk is ultimately in your control. Do you have a finger on the panic button? Using extreme examples to try to prove a point rarely does … Read More Guarding super’s panic button
Category Archives: Newsletters
Risk off: The new DIY trend
PORTFOLIO POINT: The primary investment driver of SMSF trustees has changed. Has it taken hold of you? Some shifts in direction are subtle, like a cruise liner slowly changing its … Read More Risk off: The new DIY trend
A good DIY deed
PORTFOLIO POINT: Four things you need to check to make sure more of your super keeps on breathing after you stop. The prime driver for people getting into self-managed super … Read More A good DIY deed
The lowdown on SAFs
PORTFOLIO POINT: They’re not a big part of the DIY spectrum, but SAFs have some important advantages over SMSFs … and could save your super skin. Those who are deeply … Read More The lowdown on SAFs
Enemy of the SMSF people
PORTFOLIO POINT: Lies, damned lies and statistics. Selective quoting of stats won’t make ACOSS a friend of SMSF trustees. Today I’m going to declare an “enemy” of self-managed super funds. … Read More Enemy of the SMSF people
How to start your DIY pension
PORTFOLIO POINT: It’s not quite as simple as “insert pension, press play”. So how do you “flick on” a pension in your SMSF? Pensions are, literally, what super is all … Read More How to start your DIY pension
Clock ticking on DIY property
PORTFOLIO POINT: A super opportunity could be closing. If you were thinking it’s for you, you’ll need to get started very, very soon. Like sands through the hourglass … a … Read More Clock ticking on DIY property
Super and the value of segregation
PORTFOLIO POINT: These assets stay here. Those assets go there. Segregation within SMSF can lead to better tax outcomes. The word “segregation” has some nasty connotations, most usually associated with … Read More Super and the value of segregation
Super’s magic years
PORTFOLIO POINT: Have your cake and eat it too – combining salary sacrifice with a transition to retirement strategy. “Hey Dad, there’s some bloke here at Eureka Report who reckons … Read More Super’s magic years
Team super
PORTFOLIO POINT: Share the SMSF love. Taking a joint perspective to contributions strategies can be far more effective. Building your superannuation nest-egg can be a lonely challenge, not unlike trying … Read More Team super