(03) 9020 2905PORTFOLIO POINT: SMSF and geared property is white-hot news. So, let’s not lose sight of a few of the dangers. I’ve never seen anything like it. And I’ve been writing … Read More SMSF property: Understand the risks
Tag Archives: Capital gains tax
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
An in-specie backdown
PORTFOLIO POINT: Death of the death of the in-specie transfer ban? A Government backdown is a surprise boost for SMSF trustees. If there’s a saint of self-managed superannuation trustees, then … Read More An in-specie backdown
A super change to avoid death and taxes
PORTFOLIO POINT: A death-tax removed! A major tax win for super pensions was a pleasant surprise in the recent mini-budget. How often would a government tell the Tax Office to … Read More A super change to avoid death and taxes
Transfer countdown
PORTFOLIO POINT: The market’s recent slump is perfectly timed for those looking to make curtain-call in-specie transfers to their SMSFs. If you’re a trustee and enjoying life at the moment, … Read More Transfer countdown
In-specie transfers – act now?
PORTFOLIO 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 – act now?
Give back your super pension
PORTFOLIO POINT: Looking to adjust your pension mid-year because of market volatility? Here’s a strategy to keep in mind. Super pensions can be a relatively simple affair. Take the value … Read More Give back your super pension
Super’s safe house
PORTFOLIO POINT: Should you sell your properties to get money into your SMSF? There’s plenty to weigh up. Here are the main points (Part I) A recent survey suggested that … Read More Super’s safe house