(03) 9020 2905SUMMARY: 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?
Tag Archives: financial advice
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
Retirement is not the best option
It’s a horrible realisation that hits everyone in about their late 30s. You are older than any of your sporting heroes. They’ve retired. Unless you watch lawn bowls, … Read More Retirement is not the best option
Don’t let debt mountain make a monkey out of you
Just another January … after another massive spending season, we get smashed on the stock market to the tune of tens of billions of dollars. Can’t we just take a … Read More Don’t let debt mountain make a monkey out of you
DIY fund property investing gets a body blow
SUMMARY: SMSFs face greater restrictions in 2016 for borrowing to buy property. The banking regulator didn’t just bark a little in 2015. It bared its teeth and showed it knows … Read More DIY fund property investing gets a body blow
The top nine risks for DIY fund operators in 2016
SUMMARY: No time to relax. SMSF trustees need to consider the risks ahead in 2016 and act now. It’s been nicely quiet out there in DIY super regulation land. Occasional … Read More The top nine risks for DIY fund operators in 2016
Fact checking this SMSF attack
SUMMARY: Industry Super Australia is throwing mud at SMSFs. Hopefully it doesn’t stick, because it’s ridiculously inaccurate. All super lobby groups have a duty to protect their stakeholders. But Industry … Read More Fact checking this SMSF attack
End-of-year navel gazing adds a whole lot of value
Don’t avoid end-of-year navel gazing. It’s an innate part of being human and thinking at a higher level. Learn some lessons. Take stock on near misses. Make fewer mistakes … Read More End-of-year navel gazing adds a whole lot of value
Gen X’s greatest financial challenge is now
I am staggering, limping, into Christmas. Happens every year. Work like crazy through December … to end another year of crazy. Attend about 50 pre-Christmas catchups, leaving a liver in … Read More Gen X’s greatest financial challenge is now