(03) 9020 2905SUMMARY: One SMSF – many accounts. Why your SMSF has “yours” and “mine”, but no “ours”. It’s time to bust a myth about SMSFs. Perhaps it’s more misunderstanding or misconception … Read More Joint SMSFs: No such thing as “ours”
Tag Archives: Accumulation funds
Six tips for your pension shift
PORTFOLIO POINT: A change in investment styles as you shift to pension? Here are six things to consider. An important positive about tax rules is that they are largely don’t … Read More Six tips for your pension shift
Super duo strategies to cut tax
PORTFOLIO POINT: Uneven incomes in your couple? And at least one of you is considering a pension? Here’s a strategy for you. Money is, from the results of most surveys, … Read More Super duo strategies to cut tax
Why compulsory annuities won’t suit SMSFs
PORTFOLIO POINT: The spectre of compulsory super annuities is increasing. And I don’t think SMSF trustees will be too thrilled. A considerable number of voices believe it’s one of the … Read More Why compulsory annuities won’t suit SMSFs
Inside ASIC’s SMSF push
PORTFOLIO POINT: ASIC will make it tougher for industry professionals to push clients down the path of opening a SMSFs. The snowball in the numbers of SMSFs and the associated … Read More Inside ASIC’s SMSF push
A tax take on pension fund investing
PORTFOLIO POINT: If you no longer had to pay tax, would it change the way you invested? Taxation distorts decision making when it comes to investments. Taxation distorts a lot … Read More A tax take on pension fund investing
A single pot strategy
PORTFOLIO POINT: If you’re over 50, do you treat your super and non-super assets as two pots or one for asset allocation? Here’s an argument for the singular. Simply, the … Read More A single pot strategy
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
Grim reaper threat to SMSF property
PORTFOLIO POINT: Don’t let your partner’s death destroy your SMSF’s property dreams. Death can be rather inconvenient, particularly if poorly timed. And I’m not talking about the impact on the … Read More Grim reaper threat to SMSF property
Super pension shift can make tax sense
PORTFOLIO POINT: Considering how to protect recent gains? Some trustees might benefit from a shift to a super pension. Stock markets seem to be getting choppy, following a largely stellar … Read More Super pension shift can make tax sense