(03) 9020 2905PORTFOLIO POINT: How do you compare? The latest stats show some surprising trends in the SMSF sector. For years we moaned about the quality of up-to-date statistics on self-managed super … Read More Drilling down into DIY super
Category Archives: Super Secrets Newsletter
Seven super tips for 2013
PORTFOLIO POINT: Take a moment to be thankful for returns in calendar 2012. Now, focus on what you need to do in 2013. In recent years, it’s been rare that … Read More Seven super tips for 2013
The DIY pre-retirement garage sale
PORTFOLIO POINT: Numbers on post-retirement asset switching show SMSF retirees actually do de-risk their portfolios as they age. The shift from being a part of the workforce to being retired … Read More The DIY pre-retirement garage sale
The ATO’s super property crackdown
PORTFOLIO POINT: The Tax Office has warned of a SMSF property borrowing crackdown. You must get these investments right up front. A fair warning has been issued by the ATO … Read More The ATO’s super property crackdown
Trustees seek yield safety
PORTFOLIO POINT: Eureka readers respond: “We’ve had enough of equities. We want security of return, not higher returns.” It wasn’t unanimous, but the consensus was certainly overwhelming. Eureka Report readers, … Read More Trustees seek yield safety
Cashed out
PORTFOLIO POINT: SMSF trustees missed the equity and property boats in the September quarter. Why did you hold back? It’s no secret that the last financial year was a disappointment … Read More Cashed out
Tapping into super wraps
PORTFOLIO POINT: Considering a SMSF? Would you like to “try before you buy”? Consider a “wrap” test drive. There was a big hoo-ha in superannuation industry circles last week about … Read More Tapping into super wraps
A super change to avoid death and taxes
PORTFOLIO POINT: A death-tax removed! A major tax win for super pensions was a pleasant surprise in the recent mini-budget. How often would a government tell the Tax Office to … Read More A super change to avoid death and taxes
Memory loss affects some Generations more than others. What key things do investors often forget?
You know, I know where this question wants us to go. But I’m just not sure that it’s right. The obvious answer? “They forget about the unbreakable relationship between risk … Read More Memory loss affects some Generations more than others. What key things do investors often forget?
Living today, paying tomorrow: A super dilemma
PORTFOLIO POINT: Have Australians “outsmarted” superannuation? Here’s a compelling argument for compulsory annuities. What happens when the best of intentions from our elected representatives is beaten by the people’s own … Read More Living today, paying tomorrow: A super dilemma