(03) 9020 2905SUMMARY: Finish off the super year with care – getting your contributions right is critical. Contributions to super … Read More Avoid these superannuation accidents
Time will come eventually
When it comes to making big, stupid, regrettable predictions, I’d like to think I don’t have too much to be embarrassed about. Sure, like everyone, I’ve made some dumb … Read More Time will come eventually
Budget 2016: The risks for super
SUMMARY: Don’t risk being caught short on a transition to retirement strategy ahead of Budget 2016. Rarely has so much mud slinging on superannuation tax change occurred as it has … Read More Budget 2016: The risks for super
Reverse mortgages getting a bad rap
My hippy parents are annoyingly young. The sort of annoying that occasionally has them mistaken as my older brother/sister in public. By today’s standards, they had me before they were … Read More Reverse mortgages getting a bad rap
Insurance scandals: how to get your SMSF cover right
SUMMARY: Comminsure scandal should highlight the need for insurance for SMSFs members, not turn them off. Insurance industry scandals make the tough job of buying or selling insurance tougher – … Read More Insurance scandals: how to get your SMSF cover right
Investing as habit a good start
This might sound a little voyeuristic, but watching investment markets go into meltdown can sometimes be a bit of fun. Grab some popcorn. From the right vantage point, you can … Read More Investing as habit a good start
Fact check: Have SMSFs peaked?
SUMMARY: Have SMSFs peaked? One big industry fund claims to be stealing SMSF business, but ATO statistics are not supportive. Are Australians “over” DIY super? Have we tired of the … Read More Fact check: Have SMSFs peaked?
Think thrice before heeding consolidation calls
It’s time to debunk a dangerous, omnipresent, truism of financial advice. “Consolidate your super”. The advice is portrayed as gospel-like. Question it and you’re an idiot, wasting money, lining super … Read More Think thrice before heeding consolidation calls
Falling market opportunity. Get sold off shares into your DIY fund
SUMMARY: Looking for a potential win in this bleak market? It’s time to reacquaint yourself with in-specie transfers into super. If there are any rays of sunlight poking through this … Read More Falling market opportunity. Get sold off shares into your DIY fund
Two fears blend for one nightmare
Bastards. It’s like some financial arch-devil was sent down to blend all of my worst fears into a single nightmare. What the hell is going on? Both sides of politics … Read More Two fears blend for one nightmare