(03) 9020 2905PORTFOLIO POINT: Considering how to protect recent gains? Some trustees might benefit from a shift to a super pension. Stock markets seem to be getting choppy, following a largely stellar … Read More Super pension shift can make tax sense
Tag Archives: Salary Sacrifice
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?
The big super raid is on the way
PORTFOLIO POINT: The rumblings have not been denied. A super raid seems inevitable in a desperate bid to balance a beaten up budget. That the Federal Government is going to … Read More The big super raid is on the way
Don’t make a super stuff-up
PORTFOLIO POINT: Time to check your salary sacrifice contributions – before you bust out of your limits. The vast majority of Australians don’t think too hard about their super contributions. … Read More Don’t make a super stuff-up
How do you work out how much money you’ll need in retirement, and how do you plan for it?
“Price check, aisle four! Price on a medium-sized tropical island, 50-room palace, 100 staff, world-class golf course, an endless supply of Bollinger and Bintang, an airstrip and a dozen watercraft? … Read More How do you work out how much money you’ll need in retirement, and how do you plan for it?
It’s an Olympian effort but you need to check your super fund
The Olympics is an interesting armchair spectator sport in a philosophical sense. Every four years, for two weeks, we all become experts in sports we know absolutely nothing about. “Oooh, … Read More It’s an Olympian effort but you need to check your super fund
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
Picking a pension winner
PORTFOLIO POINT: Maximising income streams in retirement can involve financial magic, particularly where Centrelink is concerned Super pension income is tax-effective income. We all know that. It’s just a case … Read More Picking a pension winner
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
Tax time is less than two months away. What should people be doing now to make it less painful?
A wise man (Daniel be his name) once told me: “accountants organise what’s already happened. Financial advisers organise the future.” And that, dear readers, is today’s exercise. Six weeks till … Read More Tax time is less than two months away. What should people be doing now to make it less painful?