PORTFOLIO POINT: The rumblings are getting louder that Wayne Swan will tinker with super again in next month’s Budget. So, here are nine things to consider doing now. Not that … Read More Your nine step budget strategy
Category Archives: Newsletters
Get your DIY fund back into gear
PORTFOLIO POINT: Super fund members and trustees will face a barrage of offers to help rebuild their battered super balances. Some will be product based, others strategy based. Here’s one … Read More Get your DIY fund back into gear
Sherry tightens focus on DIY borrowing
PORTFOLIO POINT: Tighter legislation of our now 400,000-plus DIY funds is on the way. Just don’t expect it to be rushed. However, minimum balance requirements are off the agenda. That … Read More Sherry tightens focus on DIY borrowing
DIY and property stars align
PORTFOLIO POINT: The great super fund property opportunity has yet to materialise. But falling property prices and maturing infrastructure could get super funds and gearing dancing soon. When the twin … Read More DIY and property stars align
Safer super options
PORTFOLIO POINT: Don’t surrender to the gloom – super is a superior retirement savings vehicle. Here are some other super investment options to consider. There appears a real danger that … Read More Safer super options
Super funds brace for news
The fallout for the superannuation industry from the calamitous state of investment markets to the end of 2008 continues to worry everyone. The nails of officialdom are being chewed to … Read More Super funds brace for news
Don ‘t rely on dividends
PORTFOLIO POINT: If you’re worried about your funds’ income, listen up. The next couple of months are going to bring some shocks. If 2008 was a “nightmare for capital”, the … Read More Don ‘t rely on dividends
Safe could mean sorry for DIY funds
PORTFOLIO POINT: Feeling spooked about how 2008 will affect your super fund pension? Research shows panic risk reduction is exactly the wrong reaction. A general levy of concern, if not … Read More Safe could mean sorry for DIY funds
DIY to-do list for 2009
PORTFOLIO POINT: Super fund investors will happily ring in 2009. And they won’t be shedding a tear for the departure of 2008. In the worst kind of way, 2008 will … Read More DIY to-do list for 2009
DIY funds’ growth cools
The unconstrained growth of self-managed super funds is about to come to a stunning, but natural, end, according to respected research group Rice Warner Actuaries. The prediction follows a period … Read More DIY funds’ growth cools