PORTFOLIO POINT: The All Ords punching through 5000 points shouldn’t distract SMSF trustees from what’s important – making sure your super fund is shipshape for June 30. It felt almost … Read More Your SMSFs June 30 checklist
Category Archives: Newsletters
My wishlist for super in the budget
PORTFOLIO POINT: Wayne Swan is bunkered down in Canberra writing his third Budget. Here’s what Eureka Report wants from the Treasurer next month. This time last year, few would have … Read More My wishlist for super in the budget
Taxman warns on contributions
The small, small world of self-managed super fund legal eagles sounded like a henhouse with a fox loose yesterday when news broke of the sternest of Tax Office warnings. The … Read More Taxman warns on contributions
Cooper targets super back-office waste
PORTFOLIO POINT: Jeremy Cooper claims he can make or save super members and employers about $12 billion in 10 years with just two sensible changes. “Razor gang” is a largely … Read More Cooper targets super back-office waste
Super gearing here to stay
PORTFOLIO POINT: Geared super can unpack its suitcase and settle in for an extended stay – with more protection for trustees and members. The super gearing rules that were introduced … Read More Super gearing here to stay
Get your SMSF back on track … or else
PORTFOLIO POINT: The market volatility experienced in recent years can throw SMSF asset allocations out of whack, potentially leaving you in the sights of the Tax Office. A year ago … Read More Get your SMSF back on track … or else
Mercer busts a wealth bias myth
PORTFOLIO POINT: It’s a myth that the wealthy get the bulk of the benefits in the funding of retirement incomes, according to new research from wealth manager Mercer. Higher-income earners … Read More Mercer busts a wealth bias myth
SMSFs big tick from Cooper
PORTFOLIO POINT: Is it possible that Jeremy Cooper actually really loves SMSFs? The jury’s out, but he has promised not to be the “cane toad” of SMSFs. Turns out the … Read More SMSFs big tick from Cooper
Seven SMSF traps
PORTFOLIO POINT: Here’s seven of the deadly sins of running your own SMSF. Oh … okay, make it eight. It’s an exciting proposition. Making the decision to sack the super … Read More Seven SMSF traps
What’s labor plotting for super
PORTFOLIO POINT: Prime Minister Kevin Rudd has made a rare stumble into the super debate and lets out a few party secrets. When a prime minister weighs into a debate, … Read More What’s labor plotting for super