PORTFOLIO POINT: Concessional contributions are the base of super. Current rules mean your contribution limits are wasted if you don’t use them each year. Are you making the most of … Read More Make the most of CCs
Category Archives: Newsletters
We’re that close to world-best super
PORTFOLIO POINT: Hmmm, not bad Australia. Our retirement incomes system is “back on the podium”. Now, how do we get to pole and, more importantly, into the “A” grade? In … Read More We’re that close to world-best super
Diamond in the guff
PORTFOLIO POINT: Parliament House was filled with enough hot air to nearly see it float off like a hot air balloon during the tax summit. Buried deep, however, were some … Read More Diamond in the guff
In specie transfers in the frame
PORTFOLIO POINT: Farewell in-specie transfers to super? The government has just labelled some SMSF trustees “liars” and “frauds” over in-specie super contributions. And here’s what they’re going to do about … Read More In specie transfers in the frame
Tax man spells out SMSF house rules
PORTFOLIO POINT: The Tax Office has put some meat on the bones of “repair” and “improvement” versus “new asset” regulations for geared property in super. And the news is good. … Read More Tax man spells out SMSF house rules
Fairer super: You have spoken
PORTFOLIO POINT: Leave minimum drawdowns and non-concessional limits alone! But if Super Minister Bill Shorten wants some suggestions to make super fairer, he need only have asked Eureka Report readers. … Read More Fairer super: You have spoken
Taking super to the next level
PORTFOLIO POINT: The current rules are flawed. They’re in danger of breaking the system. It’s time for a rethink on super contributions, so here are some ideas, Minister Shorten. True … Read More Taking super to the next level
FOFA’s good news
PORTFOLIO POINT: Certainly no earthquake, but a positive tremor for super consumers. Here’s how the Government’s new financial advice reforms will impact your super. Opt-in is confirmed. Working in a … Read More FOFA’s good news
Fix your returns
PORTFOLIO POINT: Looking around for less volatile alternatives to equities in your SMSF? Your solution could be fixed interest. But how do you get yourself some? Have equities been providing … Read More Fix your returns
Super reform dangers
PORTFOLIO POINT: The proposed ban on risk insurance commissions in super might be ditched. But it’s not that simple for SMSFs and it shouldn’t stop trustees in any case. Here’s … Read More Super reform dangers