(03) 9020 2905PORTFOLIO POINT: In-specie share transfers will become less appealing and more expensive for SMSFs post June 30. So you might want to act now. Every time rules change, opportunities present … Read More In-specie transfers: Get in quick
Category Archives: SMSFs
Financial Advisers don’t make the grade
PORTFOLIO POINT: Want financial advice on retirement, pensions or Centrelink entitlements? Read this before you make your first phone call. You wouldn’t have believed some of the squealing that followed … Read More Financial Advisers don’t make the grade
Take two for a DIY ruling
PORTFOLIO POINT: Here’s another major benefit of SMSFs – managing contributions over two years. The power of super as a retirement vehicle has plenty of boundaries. There are plenty of … Read More Take two for a DIY ruling
FOFA: What happened?
PORTFOLIO POINT: A last-minute backroom deal on FoFA’s “iconic” opt-in arrangements will dilute benefits to super members and investors. What does it mean for you? When two usual bedfellows break … Read More FOFA: What happened?
Guarding super’s panic button
PORTFOLIO POINT: Super investment risk is ultimately in your control. Do you have a finger on the panic button? Using extreme examples to try to prove a point rarely does … Read More Guarding super’s panic button
Risk off: The new DIY trend
PORTFOLIO POINT: The primary investment driver of SMSF trustees has changed. Has it taken hold of you? Some shifts in direction are subtle, like a cruise liner slowly changing its … Read More Risk off: The new DIY trend
The lowdown on SAFs
PORTFOLIO POINT: They’re not a big part of the DIY spectrum, but SAFs have some important advantages over SMSFs … and could save your super skin. Those who are deeply … Read More The lowdown on SAFs
Enemy of the SMSF people
PORTFOLIO POINT: Lies, damned lies and statistics. Selective quoting of stats won’t make ACOSS a friend of SMSF trustees. Today I’m going to declare an “enemy” of self-managed super funds. … Read More Enemy of the SMSF people
How to start your DIY pension
PORTFOLIO POINT: It’s not quite as simple as “insert pension, press play”. So how do you “flick on” a pension in your SMSF? Pensions are, literally, what super is all … Read More How to start your DIY pension
Clock ticking on DIY property
PORTFOLIO POINT: A super opportunity could be closing. If you were thinking it’s for you, you’ll need to get started very, very soon. Like sands through the hourglass … a … Read More Clock ticking on DIY property