PORTFOLIO POINT: Concessional contributions face strict limits because of the tax “generosity”. Do you qualify for a tax deduction for your contributions? Getting money into super is hard enough, what … Read More Super and the self -employed

PORTFOLIO POINT: Don’t just think that switching to pension is flicking a switch. You need strategy to back it up. Here are some more areas to consider when starting a … Read More Super pensions not set-and-forget

PORTFOLIO POINT: The benefits of having your SMSF in pension mode go way beyond finally taking a tax-advantaged income stream. It should influence how you invest. Drawing a pension from … Read More Super pension strategies

PORTFOLIO POINT: Loaded up on Australian shares and cash in your SMSF? As a trustee, you’re not alone. But take a peek at what you’ve been missing out on. It … Read More Leave the comfort zone

PORTFOLIO POINT: June 30 is fast approaching. But you’ve still got time left to maximise your superannuation entitlements. Aaargh! It’s the end of May! Grand final time for superannuation. Starting … Read More Super’s eight point checklist

PORTFOLIO POINT: Winding back the risk in your SMSF by switching from equities to bonds? Not so fast! It’s taken as a given in the investment world that the older … Read More Cut the risk, not the income

PORTFOLIO POINT: A fix for accidental over-contribution errors in last night’s budget doesn’t mean a free pass. Here’s a must-know guide to the contribution rules. A win for Eureka Report … Read More Common sense prevails on caps

PORTFOLIO POINT: Does it make sense to sell non-super investments, put the money into super and then repurchase? Let’s take a look at the numbers … If you own investment … Read More Should you shift that house?

PORTFOLIO POINT: Bruce Brammall chats to ATO assistant commissioner for super, Stuart Forsyth, about some of the burning issues for SMSF trustees. Funnily enough, I had left specific instructions with … Read More We brief the taxman on SMSF concerns