(03) 9020 2905PORTFOLIO POINT: Don’t take the chance this new legislation will fail to pass. You need to start splitting super contributions now. There has been a relatively small band of superannuation … Read More A super time to split
Tag Archives: Concessional contributions
Contributions capers: Another year, another change
PORTFOLIO POINT: I give up. If you know what’s happening with concessional contribution limits, email me. To quote comic legend Rowan Atkinson playing the pastor addressing his flock in 80s … Read More Contributions capers: Another year, another change
Busting the super reforms myths
PORTFOLIO POINT: Let’s bust a few myths about the real losers of last week’s high-end super tax grab. One week out from the new changes to super and the uncertainty … Read More Busting the super reforms myths
SMSFs in Labor’s super sights
PORTFOLIO POINT: Sticky fingers reaching for the super pie again? If it’s true, they’re after YOU. You might not think you are “fabulously wealthy”. But what is that anyway? We … Read More SMSFs in Labor’s super sights
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
Property investing for dummies: Lending lines for DIY funds
PORTFOLIO POINT: Adding a negatively geared property to your SMSF can provide an extremely low-tax environment, even for accumulation SMSFs. As SMSF trustees, we pride ourselves on our thirst for … Read More Property investing for dummies: Lending lines for DIY funds
Inside Labor’s super wealth tax plans
PORTFOLIO POINT: Labor is planning a major tax slug for super members who are a little above average. If you’ve got $1 million in super, you must read this. I … Read More Inside Labor’s super wealth tax plans
Don’t make the ultimate super sacrifice
PORTFOLIO POINT: Why you can’t leave planning your salary sacrifice to the last minute. Plus “Election 2013” – the super political promises have started. Concessional contributions are a fairly simple … Read More Don’t make the ultimate super sacrifice
Seven super tips for 2013
PORTFOLIO POINT: Take a moment to be thankful for returns in calendar 2012. Now, focus on what you need to do in 2013. In recent years, it’s been rare that … Read More Seven super tips for 2013
The DIY pre-retirement garage sale
PORTFOLIO POINT: Numbers on post-retirement asset switching show SMSF retirees actually do de-risk their portfolios as they age. The shift from being a part of the workforce to being retired … Read More The DIY pre-retirement garage sale