PORTFOLIO POINT: Here are the top eight SMSF gearing tips from super strategic guru Grant Abbott. The onset of the Global Financial Crisis ruined a few global parties. Overzealous equity … Read More Eight ways to gear DIY super
Category Archives: Super Secrets Newsletter
Super noose tightens another notch
PORTFOLIO POINT: Heard about “reportable super contributions”? They’re another Rudd Government attack on the wealthy. Here’s how they work. Means testing was launched back onto the political agenda with the … Read More Super noose tightens another notch
DIY funds grow, as do their challenges
Two of the worst years for investing in the nation’s history and legal headwinds for trustees have not dented Australians’ desire to take personal control of their super. At the … Read More DIY funds grow, as do their challenges
Now industry funds target SMSFs
PORTFOLIO POINT: SMSF trustees don’t have time to relax. They might need to take up arms against industry super funds next. The constant battles faced by trustees to protect SMSFs … Read More Now industry funds target SMSFs
Keeping a step ahead of super tinkering
PORTFOLIO POINT: Super contribution and pension strategies are going to need constant tinkering to stay one step ahead of Rudd Government legislation changes. Considered research continues to highlight the difficulties … Read More Keeping a step ahead of super tinkering
The truth about DIY super and property
PORTFOLIO POINT: Residential property and your SMSF … today, we sort out a few misconceptions. There must be a great sociological explanation for Australians love of dirt, bricks and mortar. … Read More The truth about DIY super and property
Beware super’s penalty zone
On the super contributions front, there’s a clock ticking. It’s attached to a bomb and if you don’t act quickly, it has the potential to cost you thousands of dollars … Read More Beware super’s penalty zone
Exclusive: DIY investors sitting in the sweet spot
PORTFOLIO POINT: Exclusive: DIY fund trustees … Memo to Australia’s politicians: The proof is out. Self-managed super fund trustees are no bunch of uneducated or lazy cash hoarders. They know … Read More Exclusive: DIY investors sitting in the sweet spot
Annuities big comeback?
PORTFOLIO POINT: How can you assure an income stream above the government age pension for life? With an annuity. And they’re back on the agenda. Superannuation annuities became as popular … Read More Annuities big comeback?
To hedge or not to hedge
PORTFOLIO POINT: Were you too scared to take off the hedging safety harness last year? There was a big bang reward for those who were unhedged. Unlike most other investment … Read More To hedge or not to hedge