(03) 9020 2905PORTFOLIO POINT: It’s not too late to get your final contributions into super for FY13. But make sure you don’t get caught on the tricky timing issue. Knock, knock. Who’s … Read More One deadline that’s super important
Category Archives: Super Secrets Newsletter
An in-specie backdown
PORTFOLIO POINT: Death of the death of the in-specie transfer ban? A Government backdown is a surprise boost for SMSF trustees. If there’s a saint of self-managed superannuation trustees, then … Read More An in-specie backdown
Changing the super changes mentally
PORTFOLIO POINT: My kingdom for some superannuation certainty! Here’s the first step in a plan to end super’s politics. I think it’s possible that everybody (even politicians) is tired of … Read More Changing the super changes mentally
Super: What the Coalition will do
PORTFOLIO POINT: The coalition’s plans for super will require adjustments to your contributions strategy. Plus, is the new super pensions tax dead? If anyone was in any doubt that superannuation … Read More Super: What the Coalition will do
Seven super tips before June 30
PORTFOLIO POINT: A year to celebrate the positive whims of the market, sure. But don’t miss putting the cream on the top. With six weeks to go, it’s looking like … Read More Seven super tips before June 30
Grim reaper threat to SMSF property
PORTFOLIO POINT: Don’t let your partner’s death destroy your SMSF’s property dreams. Death can be rather inconvenient, particularly if poorly timed. And I’m not talking about the impact on the … Read More Grim reaper threat to SMSF property
A super time to split
PORTFOLIO POINT: Don’t take the chance this new legislation will fail to pass. You need to start splitting super contributions now. There has been a relatively small band of superannuation … Read More A super time to split
Beware the property hard sell. ASIC is watching
PORTFOLIO POINT: ASIC applies the blowtorch to SMSF property spruikers, with advisers and accountants also feeling the heat. Better late than never. Property spruikers be warned – the consumer watchdog … Read More Beware the property hard sell. ASIC is watching
Contributions capers: Another year, another change
PORTFOLIO POINT: I give up. If you know what’s happening with concessional contribution limits, email me. To quote comic legend Rowan Atkinson playing the pastor addressing his flock in 80s … Read More Contributions capers: Another year, another change
Busting the super reforms myths
PORTFOLIO POINT: Let’s bust a few myths about the real losers of last week’s high-end super tax grab. One week out from the new changes to super and the uncertainty … Read More Busting the super reforms myths