PORTFOLIO POINT: Some flesh has been added to the skeleton of the 50-50-500 rule for super contributions. And it looks like generating higher fees for SMSF advisers. Accountants and financial … Read More De-simplifying super
Category Archives: Newsletters
Super’s prime time
PORTFOLIO POINT: Super isn’t “old people stuff”. Today we explain why Gen Xers need to lay the foundations early for a super-sized super balance in retirement. The real problem with … Read More Super’s prime time
Generation X: Your guide to super
PORTFOLIO POINT: Are you a 30- or 40-something? Want to know how to maximise your super during “your most powerful decade”? Today starts a two-part series on super for Generation … Read More Generation X: Your guide to super
Challenges ahead for super
PORTFOLIO POINT: Super funds and platforms are going to have to become inventive if they’re going to survive and thrive under “Cooper’s Super”. All of the parties involved in the … Read More Challenges ahead for super
No tax: That’s the icing on the cake
PORTFOLIO POINT: You’ve turned 60 and you’re not ready to retire? Well, you don’t have to, but you MUST start taking advantage of a super pension. Superannuation, like life, keeps … Read More No tax: That’s the icing on the cake
Will boomers bust super
PORTFOLIO POINT: Is there a “peak super” theory? They talk about peak oil theory, where the production of oil hits its highest, before declining rapidly. Is it possible that there … Read More Will boomers bust super
Your seven super resolutions
PORTFOLIO POINT: This is the 7-Eleven column – the seven things DIY super trustees must do in 2011 to keep your SMSF in top shape. It’s already a quarter-hour past … Read More Your seven super resolutions
SMSF gearing safe as houses
PORTFOLIO POINT: A “review” of super gearing in two years is as close to certainty as SMSF trustees could have hoped for. Half full or half empty? Is a review … Read More SMSF gearing safe as houses
Shy from retiring
PORTFOLIO POINT: Be careful what you wish for. Early retirement isn’t all it’s cracked up to be say those who’ve beaten the rest to it. Human behaviour can be quite … Read More Shy from retiring
Retire your tax bill
PORTFOLIO POINT: Let’s clear up a misconception – “transition to retirement” strategies are not about “retirement”. They’re about tax. And paying less of it. I really enjoy writing for Eureka … Read More Retire your tax bill