(03) 9020 2905Bruce Brammall, 17 January, 2018, Eureka Report SUMMARY: Smaller DIY funds are less satisfied with returns than industry funds for the first time. Why? It seems that many of us … Read More Why some SMSF trustees are unhappy
Tag Archives: Life and TPD insurance
Two new super measures to hit home
Bruce Brammall, 13 December, 2017, Eureka Report SUMMARY: A win for older Australians, but probably at the expense of first-home buyers. You hardly call it an all-out war on … Read More Two new super measures to hit home
The new super catch-up property combo
Bruce Brammall, 29 November 2017, Eureka Report SUMMARY: Property investors have two new super tools available to cut their capital gains. Here’s how to plan to save CGT. Property investors … Read More The new super catch-up property combo
SMSF expenses blow out
Bruce Brammall, 25 October 2017, Eureka Report SUMMARY: SMSF expenses have nearly tripled in just five years! Have you lost control of your super fund costs? Trustees of … Read More SMSF expenses blow out
No limit on super, just pension
Bruce Brammall, 18 October 2017, Eureka Report SUMMARY: A limit of $1.6m in super? No! You are unlimited as to how big you can grow your super fund. There … Read More No limit on super, just pension
SMSFs and mortgage decisions
Bruce Brammall, 11 October 2017, Eureka Report SUMMARY: Interest-only or principal and interest for your SMSF loan? This decision for SMSFs has become collateral damage, so here’s what to … Read More SMSFs and mortgage decisions
Think outside the SMSF square
Bruce Brammall, 4 October 2017, Eureka Report SUMMARY: Asset allocation has become a whole-of-wealth game since 1 July. Have you put enough thought into it? The new … Read More Think outside the SMSF square
The super cases for insurance
SUMMARY: Insurance is an important consideration in super, despite industry arguments. Here’s what you need to consider. Life insurance is fighting a rising tide of discontent, predominantly caused by … Read More The super cases for insurance
Behind-the-scene look at advisers
Here’s an unlikely financial advice question: “Where does your favourite pizza come from?” When we last moved house, we moved out of delivery range of my favourite pizza delivery … Read More Behind-the-scene look at advisers
It pays not to tell lies to insurers
In any job, industry or profession, if you’re around long enough, you get to know the lies that are told during a transaction. For example … teachers and students, … Read More It pays not to tell lies to insurers