PORTFOLIO POINT: How good is Australia’s super/retirement income system? Not as good as we might like to think. And some work is required to bring it up to scratch, an … Read More Australia’s not-so-super system
Category Archives: Super Secrets Newsletter
Pay no tax
PORTFOLIO POINT: Want your accumulation SMSF to pay no taxes whatsoever now? Or ever? Here’s how you can do it and why Ken Henry wants the Government to urgently clamp … Read More Pay no tax
Super’s $750,000 question
PORTFOLIO POINT: At some point, investment options open right up, leaving you to wonder whether tomake an investment inside or outside your SMSF. Plus, the anti-SMSF Red Book commentary. I … Read More Super’s $750,000 question
Salary sacrificing’s traps
Updated: 20 October 2015 PORTFOLIO POINT: Don’t go into salary sacrifice blindly just because you’ve heard you should. There are plenty of potential traps. Here’s how to avoid some of … Read More Salary sacrificing’s traps
The DIY mortgage buster
PORTFOLIO POINT: Here’s another super salary sacrifice strategy touted to help pay off your home loan faster. If you can tick the boxes, it could save you a $10,000 to … Read More The DIY mortgage buster
Will Shorten make a difference to super
PORTFOLIO POINT: Bill Shorten and APRA stats. Should Australia’s superannuation industry be fearful or welcoming of Bill Shorten? The former Victorian union leader was sworn in yesterday as the new … Read More Will Shorten make a difference to super
Check your “retirement readiness”
PORTFOLIO POINT: With Labor confirmed in government, here’s an interesting piece of research about the potential impact their retirement and super policies. Sometimes, a survey that has little to do … Read More Check your “retirement readiness”
Make the most of franking credits
PORTFOLIO POINT: Dividends are on the rise again, which is handy, because the market has done squat for 12 months. What’s the value in a franking credit for a SMSF? … Read More Make the most of franking credits
Super can ease CGT pain
PORTFOLIO POINT: Want to cash out of a few profitable investments, but fear the capital gains tax? Here’s how you can reduce the burden with super. There tends to come … Read More Super can ease CGT pain
Super comment stirs a hornet’s nest
PORTFOLIO POINT: Regulatory risk fatigue is a major factor in why you’re putting less into super. But some of you want me to “Stop encouraging the whingers, Bruce!” If ever … Read More Super comment stirs a hornet’s nest