PORTFOLIO POINT: Leave minimum drawdowns and non-concessional limits alone! But if Super Minister Bill Shorten wants some suggestions to make super fairer, he need only have asked Eureka Report readers. … Read More Fairer super: You have spoken
Category Archives: Super Secrets Newsletter
Taking super to the next level
PORTFOLIO POINT: The current rules are flawed. They’re in danger of breaking the system. It’s time for a rethink on super contributions, so here are some ideas, Minister Shorten. True … Read More Taking super to the next level
FOFA’s good news
PORTFOLIO POINT: Certainly no earthquake, but a positive tremor for super consumers. Here’s how the Government’s new financial advice reforms will impact your super. Opt-in is confirmed. Working in a … Read More FOFA’s good news
Fix your returns
PORTFOLIO POINT: Looking around for less volatile alternatives to equities in your SMSF? Your solution could be fixed interest. But how do you get yourself some? Have equities been providing … Read More Fix your returns
Super reform dangers
PORTFOLIO POINT: The proposed ban on risk insurance commissions in super might be ditched. But it’s not that simple for SMSFs and it shouldn’t stop trustees in any case. Here’s … Read More Super reform dangers
SMSFs: Don’t buy the property spiel
PORTFOLIO POINT: My geared property rule for SMSFs trustees – if you’re not doing it outside super, don’t do it inside your SMSF. With stock markets swan diving back into … Read More SMSFs: Don’t buy the property spiel
How super were your returns?
PORTFOLIO POINT: How did your SMSF’s performance measure up at June 30? Look away now if you didn’t have any international exposure. You missed the action. Again. The moaning about … Read More How super were your returns?
Step lively on super pensions
PORTFOLIO POINT: Death taxes expanded! A new Tax Office position on super pensions has major repercussions for super and estate planning. It was bound to happen. I’d choose an important … Read More Step lively on super pensions
Bequeath your super tax-free
PORTFOLIO POINT: You’ve fallen off your perch. Who’s getting your super? Part two of my series on death benefit nominations. At the time of retirement, superannuation is likely to be … Read More Bequeath your super tax-free
A fix for super limits
PORTFOLIO POINT: The government seems to be coming around to the idea that some changes are needed to concessional contributions limits. And here’s one worth considering. The way things are … Read More A fix for super limits