(03) 9020 2905PORTFOLIO POINT: ASIC will make it tougher for industry professionals to push clients down the path of opening a SMSFs. The snowball in the numbers of SMSFs and the associated … Read More Inside ASIC’s SMSF push
Tag Archives: Limited recourse borrowing arrangement
Super property bells ring louder
PORTFOLIO POINT: Property gearing in SMSFs seems to be here to stay, but beware. Plus: Roger Montgomery, I accept your challenge. At the time, it was one of the biggest … Read More Super property bells ring louder
Grim reaper threat to SMSF property
PORTFOLIO POINT: Don’t let your partner’s death destroy your SMSF’s property dreams. Death can be rather inconvenient, particularly if poorly timed. And I’m not talking about the impact on the … Read More Grim reaper threat to SMSF property
Beware the property hard sell. ASIC is watching
PORTFOLIO POINT: ASIC applies the blowtorch to SMSF property spruikers, with advisers and accountants also feeling the heat. Better late than never. Property spruikers be warned – the consumer watchdog … Read More Beware the property hard sell. ASIC is watching
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
Understanding property investments in your SMSF
PORTFOLIO POINT: Question overload at this week’s Eureka Report SMSF property webcast. Here’s a collection that time didn’t allow us to get to The well of interest in property in … Read More Understanding property investments in your SMSF
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
The mechanics of DIY gearing
PORTFOLIO POINT: Debt, as an investment tool, is staging a comeback. Here’s how trustees prepared to up the risk can potentially rebuild battered SMSF balances. Debt is roaring back onto … Read More The mechanics of DIY gearing
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 ATO’s super property crackdown
PORTFOLIO POINT: The Tax Office has warned of a SMSF property borrowing crackdown. You must get these investments right up front. A fair warning has been issued by the ATO … Read More The ATO’s super property crackdown