(03) 9020 2905PORTFOLIO POINT: You can contribute to super when you’re not working, or if you retire, or semi-retire early. Here are the rules if you’re considering this option. Superannuation feels like … Read More Understanding super’s post-65 rulebook
Category Archives: SMSFs
Super choices on the political menu
PORTFOLIO POINT: With the election now set for September 7, let’s look at the super chasm. It’s rare that superannuation is such a high priority on the list of political … Read More Super choices on the political menu
Super property bells ring louder
PORTFOLIO POINT: Property gearing in SMSFs seems to be here to stay, but beware. Plus: Roger Montgomery, I accept your challenge. At the time, it was one of the biggest … Read More Super property bells ring louder
How super is your return?
PORTFOLIO POINT: How well did you do your job as SMSF investment manager last year? You needed to beat 14.81%. Unless you were still bunkered down in the ultra-defensive end … Read More How super is your return?
Powering up the pension
PORTFOLIO POINT: Many pensioners are facing massive increases in the minimum super pensions they draw this year. Here’s how you can deal with it. Hands up if you want more … Read More Powering up the pension
Why non-concessional contributions pay
PORTFOLIO POINT: Non-concessional contributions have a mighty powerful impact on your super balance for those who make them. You can’t point to too many areas of superannuation that have contained … Read More Why non-concessional contributions pay
Why non-concessional contributions pay
PORTFOLIO POINT: Non-concessional contributions have a mighty powerful impact on your super balance for those who make them. You can’t point to too many areas of superannuation that have contained … Read More Why non-concessional contributions pay
One deadline that’s super important
PORTFOLIO POINT: It’s not too late to get your final contributions into super for FY13. But make sure you don’t get caught on the tricky timing issue. Knock, knock. Who’s … Read More One deadline that’s super important
An in-specie backdown
PORTFOLIO POINT: Death of the death of the in-specie transfer ban? A Government backdown is a surprise boost for SMSF trustees. If there’s a saint of self-managed superannuation trustees, then … Read More An in-specie backdown
Changing the super changes mentally
PORTFOLIO POINT: My kingdom for some superannuation certainty! Here’s the first step in a plan to end super’s politics. I think it’s possible that everybody (even politicians) is tired of … Read More Changing the super changes mentally