(03) 9020 2905PORTFOLIO POINT: My geared property rule for SMSFs trustees – if you’re not doing it outside super, don’t do it inside your SMSF. With stock markets swan diving back into … Read More SMSFs: Don’t buy the property spiel
Category Archives: Newsletters
How super were your returns?
PORTFOLIO POINT: How did your SMSF’s performance measure up at June 30? Look away now if you didn’t have any international exposure. You missed the action. Again. The moaning about … Read More How super were your returns?
Step lively on super pensions
PORTFOLIO POINT: Death taxes expanded! A new Tax Office position on super pensions has major repercussions for super and estate planning. It was bound to happen. I’d choose an important … Read More Step lively on super pensions
Bequeath your super tax-free
PORTFOLIO POINT: You’ve fallen off your perch. Who’s getting your super? Part two of my series on death benefit nominations. At the time of retirement, superannuation is likely to be … Read More Bequeath your super tax-free
A fix for super limits
PORTFOLIO POINT: The government seems to be coming around to the idea that some changes are needed to concessional contributions limits. And here’s one worth considering. The way things are … Read More A fix for super limits
Who’ll get your super when you fall off the perch?
PORTFOLIO POINT: Who will get the proceeds of your super when you fall off your perch? There are some big traps. Here’s what you need to know. The aim of … Read More Who’ll get your super when you fall off the perch?
Super and the self -employed
PORTFOLIO POINT: Concessional contributions face strict limits because of the tax “generosity”. Do you qualify for a tax deduction for your contributions? Getting money into super is hard enough, what … Read More Super and the self -employed
Super pensions not set-and-forget
PORTFOLIO POINT: Don’t just think that switching to pension is flicking a switch. You need strategy to back it up. Here are some more areas to consider when starting a … Read More Super pensions not set-and-forget
Super pension strategies
PORTFOLIO POINT: The benefits of having your SMSF in pension mode go way beyond finally taking a tax-advantaged income stream. It should influence how you invest. Drawing a pension from … Read More Super pension strategies
Leave the comfort zone
PORTFOLIO POINT: Loaded up on Australian shares and cash in your SMSF? As a trustee, you’re not alone. But take a peek at what you’ve been missing out on. It … Read More Leave the comfort zone