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
Category Archives: SMSFs
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
Go ahead, take a risk
PORTFOLIO POINT: It’s time Australians and superannuation regulators understood exactly how long it is they’re going to live and have their super invested accordingly and appropriately. There’s a deep psychological … Read More Go ahead, take a risk
Super’s windshift means a change of tack
PORTFOLIO POINT: New rules require new thought processes. Perhaps it’s time you considered gearing strategies as a way of beating legislative changes, battered portfolios and a listless investment horizon. The … Read More Super’s windshift means a change of tack
Nine steps to sidestep budget super sting
PORTFOLIO POINT: Get your skates on. The super cutbacks in the Budget means Australians have just six weeks to make the most of the currently more generous rules. Yes, it’s … Read More Nine steps to sidestep budget super sting
Mercer warns of super flu
PORTFOLIO POINT: Make no mistake – a major super fund could collapse, causing widespread panic. And some fund trustees are exacerbating the risk to members with high levels of illiquid … Read More Mercer warns of super flu