PORTFOLIO POINT: New statistics show a frightening lack of understanding of what retirement finances will be like – from both you and the government. Have you got a grip on … Read More Will you have enough super?
Category Archives: Super Secrets Newsletter
Taxed at 93% – that’s got to hurt
PORTFOLIO POINT: Ignorance is no defence – here’s what you need to know to avoid copping a 93% tax rate on your super contributions. Back in the early 80s, I … Read More Taxed at 93% – that’s got to hurt
SMSFs, property and income
PORTFOLIO POINT: Thinking of cashing up your property portfolio to get your money into super? Here’s what you need to know (Part II). If super is a powerful way of … Read More SMSFs, property and income
Super’s safe house
PORTFOLIO POINT: Should you sell your properties to get money into your SMSF? There’s plenty to weigh up. Here are the main points (Part I) A recent survey suggested that … Read More Super’s safe house
Super to the power of two
PORTFOLIO POINT: Super double up. If you’re a couple, then combining your TTR and salary sacrifice strategies can lead to even more powerful results. The great thing about Transition to … Read More Super to the power of two
De-simplifying super
PORTFOLIO POINT: Some flesh has been added to the skeleton of the 50-50-500 rule for super contributions. And it looks like generating higher fees for SMSF advisers. Accountants and financial … Read More De-simplifying super
Super’s prime time
PORTFOLIO POINT: Super isn’t “old people stuff”. Today we explain why Gen Xers need to lay the foundations early for a super-sized super balance in retirement. The real problem with … Read More Super’s prime time
Generation X: Your guide to super
PORTFOLIO POINT: Are you a 30- or 40-something? Want to know how to maximise your super during “your most powerful decade”? Today starts a two-part series on super for Generation … Read More Generation X: Your guide to super
Challenges ahead for super
PORTFOLIO POINT: Super funds and platforms are going to have to become inventive if they’re going to survive and thrive under “Cooper’s Super”. All of the parties involved in the … Read More Challenges ahead for super
No tax: That’s the icing on the cake
PORTFOLIO POINT: You’ve turned 60 and you’re not ready to retire? Well, you don’t have to, but you MUST start taking advantage of a super pension. Superannuation, like life, keeps … Read More No tax: That’s the icing on the cake