(03) 9020 2905PORTFOLIO POINT: Four things you need to check to make sure more of your super keeps on breathing after you stop. The prime driver for people getting into self-managed super … Read More A good DIY deed
Tag Archives: Reversion to mean
How to start your DIY pension
PORTFOLIO POINT: It’s not quite as simple as “insert pension, press play”. So how do you “flick on” a pension in your SMSF? Pensions are, literally, what super is all … Read More How to start your DIY pension
Two pensions better
PORTFOLIO POINT: Why take two pensions instead of one? Because the estate planning ramifications are potentially worth tens of thousands of dollars. Here’s why. It can often make sense to … Read More Two pensions better
Step lively on super pensions
PORTFOLIO POINT: Death taxes expanded! A new Tax Office position on super pensions has major repercussions for super and estate planning. It was bound to happen. I’d choose an important … Read More Step lively on super pensions
Bequeath your super tax-free
PORTFOLIO POINT: You’ve fallen off your perch. Who’s getting your super? Part two of my series on death benefit nominations. At the time of retirement, superannuation is likely to be … Read More Bequeath your super tax-free
Who’ll get your super when you fall off the perch?
PORTFOLIO POINT: Who will get the proceeds of your super when you fall off your perch? There are some big traps. Here’s what you need to know. The aim of … Read More Who’ll get your super when you fall off the perch?
Unhedged hogs best position on rollercoaster ride
At a given point of any cycle, there’s bound to be a few markets with their heads in the stratosphere. Gold, for one, has never been this high. Chinese demand … Read More Unhedged hogs best position on rollercoaster ride
DIY funds grow, as do their challenges
Two of the worst years for investing in the nation’s history and legal headwinds for trustees have not dented Australians’ desire to take personal control of their super. At the … Read More DIY funds grow, as do their challenges
How to spot a fake – it will revert to mean
It’s a sad fact that so many great things in life that seem so real turn out to be so fake. And it’s us poor punters who are usually last … Read More How to spot a fake – it will revert to mean
DIY to-do list for 2009
PORTFOLIO POINT: Super fund investors will happily ring in 2009. And they won’t be shedding a tear for the departure of 2008. In the worst kind of way, 2008 will … Read More DIY to-do list for 2009