(03) 9020 2905PORTFOLIO POINT: Accessing your super – a guide to the main ways you can start receiving a super income stream I received a panicked phone call from a Eureka Report … Read More The great super release
Category Archives: SMSFs
Super duo strategies to cut tax
PORTFOLIO POINT: Uneven incomes in your couple? And at least one of you is considering a pension? Here’s a strategy for you. Money is, from the results of most surveys, … Read More Super duo strategies to cut tax
Why compulsory annuities won’t suit SMSFs
PORTFOLIO POINT: The spectre of compulsory super annuities is increasing. And I don’t think SMSF trustees will be too thrilled. A considerable number of voices believe it’s one of the … Read More Why compulsory annuities won’t suit SMSFs
SMSF property: Understand the risks
PORTFOLIO POINT: SMSF and geared property is white-hot news. So, let’s not lose sight of a few of the dangers. I’ve never seen anything like it. And I’ve been writing … Read More SMSF property: Understand the risks
Inside ASIC’s SMSF push
PORTFOLIO POINT: ASIC will make it tougher for industry professionals to push clients down the path of opening a SMSFs. The snowball in the numbers of SMSFs and the associated … Read More Inside ASIC’s SMSF push
A tax take on pension fund investing
PORTFOLIO POINT: If you no longer had to pay tax, would it change the way you invested? Taxation distorts decision making when it comes to investments. Taxation distorts a lot … Read More A tax take on pension fund investing
Your super pension strategy post the election
PORTFOLIO POINT: If you are 60-plus and still working, then a transition-to-retirement pension is a must. Plus what the election result means. If you are over 60 and still working, … Read More Your super pension strategy post the election
Seven deadly super sins
HEADLINE PORTFOLIO POINT: SMSFs open up a new legal world to trustees – and there’s a lot of rookie mistakes to avoid. Here’s seven of the biggest do’s and don’ts. … Read More Seven deadly super sins
A single pot strategy
PORTFOLIO POINT: If you’re over 50, do you treat your super and non-super assets as two pots or one for asset allocation? Here’s an argument for the singular. Simply, the … Read More A single pot strategy
Super frauds target SMSFs
PORTFOLIO POINT: Could you become a target of a super scam or SMSF fraud? Your SMSF is not safe. Here’s what to look out for. Bees and honeypots. Frauds and … Read More Super frauds target SMSFs