(03) 9020 2905January is a pretty good time to be alive in Australia. The sun’s out. The tennis is on. We’re annihilating India by complete innings. Driving to work’s a breeze. Beer … Read More How to fund kids’ education
Category Archives: Newsletters
A dozen do’s and dont’s for SMSFs
PORTFOLIO POINT: The temperature is rising in SMSF-land. Time to apply some protection. Here’s 12 do’s and don’ts to get you prepared for 2012. It’s looking like another daunting year … Read More A dozen do’s and dont’s for SMSFs
Super heavyweights
PORTFOLIO POINT: There’s nothing average about SMSFs. But what’s interesting is how much the really big SMSFs throw out the averages. The chasm between SMSFs and managed fund super is, … Read More Super heavyweights
Is 2012 your year of DIY property?
PORTFOLIO POINT: Property price declines are raising the interest of SMSF trustees. If the thought has crossed your mind, here’s what you need to do to be ready to pounce … Read More Is 2012 your year of DIY property?
Super? Make that ‘safety net’
PORTFOLIO POINT: The short-term future for superannuation for even average income earners is looking increasingly grim. Lower your expectations for super to being nothing more than a safety net. Here’s … Read More Super? Make that ‘safety net’
Two pensions better
PORTFOLIO POINT: Why take two pensions instead of one? Because the estate planning ramifications are potentially worth tens of thousands of dollars. Here’s why. It can often make sense to … Read More Two pensions better
Give back your super pension
PORTFOLIO POINT: Looking to adjust your pension mid-year because of market volatility? Here’s a strategy to keep in mind. Super pensions can be a relatively simple affair. Take the value … Read More Give back your super pension
Asset allocation: The DIY option
PORTFOLIO POINT: Super returns? What returns? Here’s how to turn the tables and bounce back. Plus reader feedback to why SMSF contributions have taken a dive. From a super returns … Read More Asset allocation: The DIY option
SMSF inflow eases
PORTFOLIO POINT: Your super contributions have slumped further! What you’re putting in now is down a full one-third on two years ago. Tell me why. What’s the story with your … Read More SMSF inflow eases
DIY fund’s deft footwork
PORTFOLIO POINT: There has been a ferocious shift to defensive assets in recent months. Are you leading, following, or ignoring the trend? In a few days – November 1 – … Read More DIY fund’s deft footwork