(03) 9020 2905So many people, so little interest. When it comes to superannuation in Australia, compulsory for most, this is the depressing situation. As a financial adviser, this absolutely does my head … Read More DIY can be a pain in the proverbial
A fourth pot for your retirement plan
SUMMARY: Perhaps a four-pot strategy for retirement savings would suit wealthier clients. How about a family-owned company? The importance of getting the investment structure right should be no surprise to … Read More A fourth pot for your retirement plan
Barbecue banter is telling
When it comes to buying assets, some ask if you “should you try to catch a falling knife”? Others recommend waiting until there’s “blood on the streets”. In … Read More Barbecue banter is telling
Super nutshell: What you need to know
SUMMARY: You’ve got a limited opportunity to make the most of higher contribution limits for superannuation in FY17. Bless life’s simple things. … Read More Super nutshell: What you need to know
The TTR dilemma: will it pay to quit work?
SUMMARY: What you must consider for your transition-to-retirement income streams before 30 June. One question is going to be dogging the minds of those in receipt of a transition-to-retirement … Read More The TTR dilemma: will it pay to quit work?
Pay off mortgage if ready to retire
An utterance from my DebtBoy just before Christmas gave me a shock reality check of how my retirement might spiral horribly out of my control. With no warning, and … Read More Pay off mortgage if ready to retire
Advisor Q&A: The hottest super topics
SUMMARY: The new defined benefit pension arrangements are causing angst for Eureka readers. Defined benefit pensions, recontributions and TTR strategies seem to be the issues causing the angst for … Read More Advisor Q&A: The hottest super topics
Does borrowing for super make sense?
SUMMARY: Is it worth borrowing to tip money into super ahead of 30 June? It’s a very different equation in 2017 than it was in 2007. Getting money into super … Read More Does borrowing for super make sense?
Your best super moves for 2017
SUMMARY: The world of super changes – not for the better – in 2017. Here’s what to consider before the 1 July 2017 deadline. The legislation has passed and we … Read More Your best super moves for 2017
In defence of SMSF borrowing restrictions
SUMMARY: The bleatings of some self-interested SMSF service providers should not mask that some people should be … Read More In defence of SMSF borrowing restrictions