(03) 9020 2905PORTFOLIO POINT: Yikes! The questions overflowed at last week’s bumper super webinar. Here’s some answers to the top six topics on your collective minds. Wow, it was an awesome response … Read More The six big questions on superannuation
Tag Archives: Concessional contributions
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
EOFY super strategies
It’s hard to get your super to soar like an eagle when it’s regulated by a bunch of turkeys. And whether the gobblers pulling the strings in Canberra are politicians … Read More EOFY super strategies
Picking a pension winner
PORTFOLIO POINT: Maximising income streams in retirement can involve financial magic, particularly where Centrelink is concerned Super pension income is tax-effective income. We all know that. It’s just a case … Read More Picking a pension winner
Post budget super strategies
PORTFOLIO POINT: Post-Budget super strategies to combat the latest attack on your retirement nest-egg. I was seething. As should you have been. Sure, I was sitting on a holiday in … Read More Post budget super strategies
Managing contributions
PORTFOLIO POINT: Here’s another major benefit of SMSFs – managing contributions over two years. The power of super as a retirement vehicle has plenty of boundaries. There are plenty of … Read More Managing contributions
Countdown to 30 June
PORTFOLIO POINT: The countdown to 30 June has started. Here’s your SMSF preparation checklist to make the most of this year. While superannuation isn’t a race, there are aspects of … Read More Countdown to 30 June
Super honeypot
“One small swing for Swan. One giant blow to mankind.” If you believe that where’s there’s smoke, there’s fire, superannuation is going to cop a bullet to the head in … Read More Super honeypot
DIY countdown to June 30
PORTFOLIO POINT: The countdown to 30 June has started. Here’s your SMSF preparation checklist to make the most of this year. While superannuation isn’t a race, there are aspects of … Read More DIY countdown to June 30
In-specie transfers: Get in quick
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: Get in quick