(03) 9020 2905PORTFOLIO POINT: Sticky fingers reaching for the super pie again? If it’s true, they’re after YOU. You might not think you are “fabulously wealthy”. But what is that anyway? We … Read More SMSFs in Labor’s super sights
Category Archives: Super Secrets Newsletter
Understanding property investments in your SMSF
PORTFOLIO POINT: Question overload at this week’s Eureka Report SMSF property webcast. Here’s a collection that time didn’t allow us to get to The well of interest in property in … Read More Understanding property investments in your SMSF
Super pension shift can make tax sense
PORTFOLIO POINT: Considering how to protect recent gains? Some trustees might benefit from a shift to a super pension. Stock markets seem to be getting choppy, following a largely stellar … Read More Super pension shift can make tax sense
ATO upgrades its DIY super weaponry
PORTFOLIO POINT: New, and broader, penalties for naughty SMSF trustees arrive on July 1. Why is this a good thing Who’s been a naughty boy then? The arsenal available to … Read More ATO upgrades its DIY super weaponry
Property investing for dummies: Lending lines for DIY funds
PORTFOLIO POINT: Adding a negatively geared property to your SMSF can provide an extremely low-tax environment, even for accumulation SMSFs. As SMSF trustees, we pride ourselves on our thirst for … Read More Property investing for dummies: Lending lines for DIY funds
I’m a SMSF trustee. And I vote
PORTFOLIO POINT: Watch out, Canberra. The army is growing. Annoy them at your peril in this election year. With due deference to Paul Hogan (who was talking about knives in … Read More I’m a SMSF trustee. And I vote
The mechanics of DIY gearing
PORTFOLIO POINT: Debt, as an investment tool, is staging a comeback. Here’s how trustees prepared to up the risk can potentially rebuild battered SMSF balances. Debt is roaring back onto … Read More The mechanics of DIY gearing
Growth or income? It’s a taxing issue
PORTFOLIO POINT: Are you targeting income or growth? And why? Here’s how tax impacts that choice in the longer term for SMSFs. The market’s on the move. It has been … Read More Growth or income? It’s a taxing issue
Inside Labor’s super wealth tax plans
PORTFOLIO POINT: Labor is planning a major tax slug for super members who are a little above average. If you’ve got $1 million in super, you must read this. I … Read More Inside Labor’s super wealth tax plans
Don’t make the ultimate super sacrifice
PORTFOLIO POINT: Why you can’t leave planning your salary sacrifice to the last minute. Plus “Election 2013” – the super political promises have started. Concessional contributions are a fairly simple … Read More Don’t make the ultimate super sacrifice