PORTFOLIO POINT: The market volatility experienced in recent years can throw SMSF asset allocations out of whack, potentially leaving you in the sights of the Tax Office. A year ago … Read More Get your SMSF back on track … or else
Category Archives: Super Secrets Newsletter
Mercer busts a wealth bias myth
PORTFOLIO POINT: It’s a myth that the wealthy get the bulk of the benefits in the funding of retirement incomes, according to new research from wealth manager Mercer. Higher-income earners … Read More Mercer busts a wealth bias myth
SMSFs big tick from Cooper
PORTFOLIO POINT: Is it possible that Jeremy Cooper actually really loves SMSFs? The jury’s out, but he has promised not to be the “cane toad” of SMSFs. Turns out the … Read More SMSFs big tick from Cooper
Seven SMSF traps
PORTFOLIO POINT: Here’s seven of the deadly sins of running your own SMSF. Oh … okay, make it eight. It’s an exciting proposition. Making the decision to sack the super … Read More Seven SMSF traps
What’s labor plotting for super
PORTFOLIO POINT: Prime Minister Kevin Rudd has made a rare stumble into the super debate and lets out a few party secrets. When a prime minister weighs into a debate, … Read More What’s labor plotting for super
Your guide to the Henry tax review leaks
PORTFOLIO POINT: Is super headed towards becoming a defacto age pension system, designed to encourage only the lower-paid to put away for themselves? I’m not sure that any political party … Read More Your guide to the Henry tax review leaks
How your DIY fund rates
PORTFOLIO POINT: Finally, you can take a good look in the mirror. The Cooper Review into superannuation has produced probably the best, and most fascinating, statistical analysis of SMSFs yet … Read More How your DIY fund rates
SMSFs reasons to be fearful, phase three
PORTFOLIO POINT: The SMSF industry is being asked to stand up against the wall as critics take aim. Which parts should be salvaged in an extreme makeover? Jeremy Cooper has … Read More SMSFs reasons to be fearful, phase three
The “Peak SMSF” theory
PORTFOLIO POINT: Has your interest in DIY super peaked? A major study believes this is as popular as it gets for SMSF investing. “Investors’ inclination to run their own self-managed … Read More The “Peak SMSF” theory
Super rich: You have been warned
With every speech that Superannuation Minister Chris Bowen makes in regards to Labor’s vision for the future of superannuation, the picture gets clearer. And exponentially more concerning. Significantly for Eureka … Read More Super rich: You have been warned