(03) 9020 2905There are two opposing views on how to get things done efficiently – the Walter Chrysler way and the Lucille Ball way. Ball: “If you want something done, ask a … Read More Time can add up when you do things efficiently
Tag Archives: investment strategies
Beating the superman syndrome
PORTFOLIO POINT: For very good reason, there’s a new mandatory requirement for SMSFs from July 1. In the enthusiastic rush to start your own self-managed super fund, there are countless … Read More Beating the superman syndrome
Risk reduction takes hold
PORTFOLIO POINT: The primary investment driver of SMSF trustees has changed. Has it taken hold of you? Some shifts in direction are subtle, like a cruise liner slowly changing its … Read More Risk reduction takes hold
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
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
Financial Advisers don’t make the grade
PORTFOLIO POINT: Want financial advice on retirement, pensions or Centrelink entitlements? Read this before you make your first phone call. You wouldn’t have believed some of the squealing that followed … Read More Financial Advisers don’t make the grade
Guarding super’s panic button
PORTFOLIO POINT: Super investment risk is ultimately in your control. Do you have a finger on the panic button? Using extreme examples to try to prove a point rarely does … Read More Guarding super’s panic button
Risk off: The new DIY trend
PORTFOLIO POINT: The primary investment driver of SMSF trustees has changed. Has it taken hold of you? Some shifts in direction are subtle, like a cruise liner slowly changing its … Read More Risk off: The new DIY trend
Super and the value of segregation
PORTFOLIO POINT: These assets stay here. Those assets go there. Segregation within SMSF can lead to better tax outcomes. The word “segregation” has some nasty connotations, most usually associated with … Read More Super and the value of segregation
How to fund kids’ education
January is a pretty good time to be alive in Australia. The sun’s out. The tennis is on. We’re annihilating India by complete innings. Driving to work’s a breeze. Beer … Read More How to fund kids’ education