(03) 9020 2905PORTFOLIO POINT: Why take two pensions instead of one? Because the estate planning ramifications are potentially worth tens of thousands of dollars. Here’s why. It can often make sense to … Read More Two pensions better
Category Archives: Super Secrets Newsletter
Give back your super pension
PORTFOLIO POINT: Looking to adjust your pension mid-year because of market volatility? Here’s a strategy to keep in mind. Super pensions can be a relatively simple affair. Take the value … Read More Give back your super pension
Asset allocation: The DIY option
PORTFOLIO POINT: Super returns? What returns? Here’s how to turn the tables and bounce back. Plus reader feedback to why SMSF contributions have taken a dive. From a super returns … Read More Asset allocation: The DIY option
SMSF inflow eases
PORTFOLIO POINT: Your super contributions have slumped further! What you’re putting in now is down a full one-third on two years ago. Tell me why. What’s the story with your … Read More SMSF inflow eases
DIY fund’s deft footwork
PORTFOLIO POINT: There has been a ferocious shift to defensive assets in recent months. Are you leading, following, or ignoring the trend? In a few days – November 1 – … Read More DIY fund’s deft footwork
Make the most of CCs
PORTFOLIO POINT: Concessional contributions are the base of super. Current rules mean your contribution limits are wasted if you don’t use them each year. Are you making the most of … Read More Make the most of CCs
We’re that close to world-best super
PORTFOLIO POINT: Hmmm, not bad Australia. Our retirement incomes system is “back on the podium”. Now, how do we get to pole and, more importantly, into the “A” grade? In … Read More We’re that close to world-best super
Diamond in the guff
PORTFOLIO POINT: Parliament House was filled with enough hot air to nearly see it float off like a hot air balloon during the tax summit. Buried deep, however, were some … Read More Diamond in the guff
In specie transfers in the frame
PORTFOLIO POINT: Farewell in-specie transfers to super? The government has just labelled some SMSF trustees “liars” and “frauds” over in-specie super contributions. And here’s what they’re going to do about … Read More In specie transfers in the frame
Tax man spells out SMSF house rules
PORTFOLIO POINT: The Tax Office has put some meat on the bones of “repair” and “improvement” versus “new asset” regulations for geared property in super. And the news is good. … Read More Tax man spells out SMSF house rules