PORTFOLIO POINT: Is there a “peak super” theory? They talk about peak oil theory, where the production of oil hits its highest, before declining rapidly. Is it possible that there … Read More Will boomers bust super
Category Archives: Super Secrets Newsletter
Your seven super resolutions
PORTFOLIO POINT: This is the 7-Eleven column – the seven things DIY super trustees must do in 2011 to keep your SMSF in top shape. It’s already a quarter-hour past … Read More Your seven super resolutions
SMSF gearing safe as houses
PORTFOLIO POINT: A “review” of super gearing in two years is as close to certainty as SMSF trustees could have hoped for. Half full or half empty? Is a review … Read More SMSF gearing safe as houses
Shy from retiring
PORTFOLIO POINT: Be careful what you wish for. Early retirement isn’t all it’s cracked up to be say those who’ve beaten the rest to it. Human behaviour can be quite … Read More Shy from retiring
Retire your tax bill
PORTFOLIO POINT: Let’s clear up a misconception – “transition to retirement” strategies are not about “retirement”. They’re about tax. And paying less of it. I really enjoy writing for Eureka … Read More Retire your tax bill
Make the most of NCCs
PORTFOLIO POINT: Don’t forget non-concessional contributions when it comes to retirement income planning. They are now close to being a compulsory part of your building super strategy. The focus of … Read More Make the most of NCCs
Reconsidering recontributions
PORTFOLIO POINT: Tax-free super hasn’t entirely killed off the value of a recontribution strategy. Here’s how it can still make sense and why, if it’s in your armoury, you might … Read More Reconsidering recontributions
Unlimited super growth
PORTFOLIO POINT: Loans in super funds can be “forgiven” – a handy way of getting assets into a fund now and benefiting from the low-tax super environment. A starting point … Read More Unlimited super growth
What exactly is a “balanced fund”?
PORTFOLIO POINT: Legislators need to step in to force fund managers into “truth in labelling” to help super members. Because the existing schmozzle really isn’t a hard fix. That two … Read More What exactly is a “balanced fund”?
Super, the wealth incubator
PORTFOLIO POINT: In-specie share transfers into your SMSF can be win-win for reducing tax outside super and increasing a tax-free (or tax-effective) income stream. We should all know that the … Read More Super, the wealth incubator