(03) 9020 2905PORTFOLIO POINT: If you’re over 50, do you treat your super and non-super assets as two pots or one for asset allocation? Here’s an argument for the singular. Simply, the … Read More A single pot strategy
Category Archives: Super Secrets Newsletter
Super frauds target SMSFs
PORTFOLIO POINT: Could you become a target of a super scam or SMSF fraud? Your SMSF is not safe. Here’s what to look out for. Bees and honeypots. Frauds and … Read More Super frauds target SMSFs
Understanding super’s post-65 rulebook
PORTFOLIO POINT: You can contribute to super when you’re not working, or if you retire, or semi-retire early. Here are the rules if you’re considering this option. Superannuation feels like … Read More Understanding super’s post-65 rulebook
Super choices on the political menu
PORTFOLIO POINT: With the election now set for September 7, let’s look at the super chasm. It’s rare that superannuation is such a high priority on the list of political … Read More Super choices on the political menu
Super property bells ring louder
PORTFOLIO POINT: Property gearing in SMSFs seems to be here to stay, but beware. Plus: Roger Montgomery, I accept your challenge. At the time, it was one of the biggest … Read More Super property bells ring louder
How super is your return?
PORTFOLIO POINT: How well did you do your job as SMSF investment manager last year? You needed to beat 14.81%. Unless you were still bunkered down in the ultra-defensive end … Read More How super is your return?
Multiple funds the answer to taking pension while working
PORTFOLIO POINT: Can your SMSF give you simultaneous pension and accumulation funds? Yes, here’s how. It’s an area many SMSF trustees don’t understand well – even those who might have … Read More Multiple funds the answer to taking pension while working
Powering up the pension
PORTFOLIO POINT: Many pensioners are facing massive increases in the minimum super pensions they draw this year. Here’s how you can deal with it. Hands up if you want more … Read More Powering up the pension
Why non-concessional contributions pay
PORTFOLIO POINT: Non-concessional contributions have a mighty powerful impact on your super balance for those who make them. You can’t point to too many areas of superannuation that have contained … Read More Why non-concessional contributions pay
Why non-concessional contributions pay
PORTFOLIO POINT: Non-concessional contributions have a mighty powerful impact on your super balance for those who make them. You can’t point to too many areas of superannuation that have contained … Read More Why non-concessional contributions pay