(03) 9020 2905PORTFOLIO POINT: How good/bad was your performance as SMSF investment manager last year? The number to beat was 3.35%. Maybe, just maybe, if the Australian market hadn’t crapped out in … Read More Are you good enough to run your SMSF?
Category Archives: Super Secrets Newsletter
An in-specie transfer
PORTFOLIO POINT: Reprieve on in-specie transfers! The legislation is too hard to frame, so you’ve got another year. As predicted here (28/9/12) just a few weeks ago, the ban on … Read More An in-specie transfer
Transition to more super
PORTFOLIO POINT: Ramping up your non-concessional contributions before starting the pension can aid transition-to-retirement plans. There’s little doubt that transition to retirement strategies have been, well, neutered, to a large … Read More Transition to more super
Super delays, but property is hot
PORTFOLIO POINT: A reprieve on the in-specie transfer ban? In any case, SMSF trustees are moving on … and moving pretty smartly. There appears to be a pattern. The government … Read More Super delays, but property is hot
The six big questions on superannuation
PORTFOLIO POINT: Yikes! The questions overflowed at last week’s bumper super webinar. Here’s some answers to the top six topics on your collective minds. Wow, it was an awesome response … Read More The six big questions on superannuation
Beating the superman syndrome
PORTFOLIO POINT: For very good reason, there’s a new mandatory requirement for SMSFs from July 1. In the enthusiastic rush to start your own self-managed super fund, there are countless … Read More Beating the superman syndrome
Transfer countdown
PORTFOLIO POINT: The market’s recent slump is perfectly timed for those looking to make curtain-call in-specie transfers to their SMSFs. If you’re a trustee and enjoying life at the moment, … Read More Transfer countdown
Clear skies for geared property
PORTFOLIO POINT: SMSF property borrowing gets more appealing, thanks to the ATO’s response to trustee’s queries. It would appear there have been more questions than at a post-grand final press … Read More Clear skies for geared property
Picking a pension winner
PORTFOLIO POINT: Maximising income streams in retirement can involve financial magic, particularly where Centrelink is concerned Super pension income is tax-effective income. We all know that. It’s just a case … Read More Picking a pension winner
Post budget super strategies
PORTFOLIO POINT: Post-Budget super strategies to combat the latest attack on your retirement nest-egg. I was seething. As should you have been. Sure, I was sitting on a holiday in … Read More Post budget super strategies