(03) 9020 2905PORTFOLIO POINT: Yikes! The questions overflowed at last week’s bumper super webinar. Here’s some answers to the top six topics on your collective minds. Wow, it was an awesome response … Read More The six big questions on superannuation
Tag Archives: Non-concessional contributions
Transfer countdown
PORTFOLIO POINT: The market’s recent slump is perfectly timed for those looking to make curtain-call in-specie transfers to their SMSFs. If you’re a trustee and enjoying life at the moment, … Read More Transfer countdown
EOFY super strategies
It’s hard to get your super to soar like an eagle when it’s regulated by a bunch of turkeys. And whether the gobblers pulling the strings in Canberra are politicians … Read More EOFY super strategies
Post budget super strategies
PORTFOLIO POINT: Post-Budget super strategies to combat the latest attack on your retirement nest-egg. I was seething. As should you have been. Sure, I was sitting on a holiday in … Read More Post budget super strategies
Managing contributions
PORTFOLIO POINT: Here’s another major benefit of SMSFs – managing contributions over two years. The power of super as a retirement vehicle has plenty of boundaries. There are plenty of … Read More Managing contributions
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
In-specie transfers: Get in quick
PORTFOLIO POINT: In-specie share transfers will become less appealing and more expensive for SMSFs post June 30. So you might want to act now. Every time rules change, opportunities present … Read More In-specie transfers: Get in quick
Take two for a DIY ruling
PORTFOLIO POINT: Here’s another major benefit of SMSFs – managing contributions over two years. The power of super as a retirement vehicle has plenty of boundaries. There are plenty of … Read More Take two for a DIY ruling
Enemy of the SMSF people
PORTFOLIO POINT: Lies, damned lies and statistics. Selective quoting of stats won’t make ACOSS a friend of SMSF trustees. Today I’m going to declare an “enemy” of self-managed super funds. … Read More Enemy of the SMSF people
Super’s magic years
PORTFOLIO POINT: Have your cake and eat it too – combining salary sacrifice with a transition to retirement strategy. “Hey Dad, there’s some bloke here at Eureka Report who reckons … Read More Super’s magic years