(03) 9020 2905PORTFOLIO 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
Tag Archives: investment strategies
Invest or die, it beats the pension
“Invest or Die!” was the alarming title of a finance book by a mate, John Beveridge, a few years back. I was expecting cold hard facts showing that “if you … Read More Invest or die, it beats the pension
School’s almost out. What can your generation teach school leavers about money?
Demographer Bernard Salt says Generation X changed the concept of growing up. Xers believed age 18, even 21, was too early to become an adult. “Can we delay the whole … Read More School’s almost out. What can your generation teach school leavers about money?
Trustees seek yield safety
PORTFOLIO POINT: Eureka readers respond: “We’ve had enough of equities. We want security of return, not higher returns.” It wasn’t unanimous, but the consensus was certainly overwhelming. Eureka Report readers, … Read More Trustees seek yield safety
Has superannuation become a good vehicle to invest in residential real estate? Why or why not?
Jennifer Hawkins looks good in anything, right? But how much hotter is she in a swimsuit? Similarly, residential property has always looked sexy in super. Super, like a bathing cozzie, … Read More Has superannuation become a good vehicle to invest in residential real estate? Why or why not?
Cashed out
PORTFOLIO POINT: SMSF trustees missed the equity and property boats in the September quarter. Why did you hold back? It’s no secret that the last financial year was a disappointment … Read More Cashed out
Ethical investments: Are they good for your wallet or just your soul, and how do you know what ethical is?
HIPPY alert! Sound the warning sirens! Whooop! Whooop! Whooop! Be careful when inviting hippies into your investment world. You might get a little more than “peace”, “free love” and a … Read More Ethical investments: Are they good for your wallet or just your soul, and how do you know what ethical is?
Tapping into super wraps
PORTFOLIO POINT: Considering a SMSF? Would you like to “try before you buy”? Consider a “wrap” test drive. There was a big hoo-ha in superannuation industry circles last week about … Read More Tapping into super wraps
Memory loss affects some Generations more than others. What key things do investors often forget?
You know, I know where this question wants us to go. But I’m just not sure that it’s right. The obvious answer? “They forget about the unbreakable relationship between risk … Read More Memory loss affects some Generations more than others. What key things do investors often forget?
Living today, paying tomorrow: A super dilemma
PORTFOLIO POINT: Have Australians “outsmarted” superannuation? Here’s a compelling argument for compulsory annuities. What happens when the best of intentions from our elected representatives is beaten by the people’s own … Read More Living today, paying tomorrow: A super dilemma