(03) 9020 2905SUMMARY: Failing to attain international exposure continues to cost SMSFs big bucks. Here are three ways you can do it easily. It’s not quite “mutual exclusivity”, but Australia’s self-managed super … Read More Has your SMSF been missing out on offshore gains?
Tag Archives: Share market
Rice Warner urges rethink on super pensions structure
SUMMARY: Rice Warner proposes a copy of SMSF pension investment strategies in middle of a super ideas fest. I think these chartered accountants mob might have a point. Perhaps it’s … Read More Rice Warner urges rethink on super pensions structure
Bull run a super confidence booster
SUMMARY: It’s amazing what some solid superannuation returns can do to your mental wellbeing and outlook on life. Sure, markets have got a little bumpy since November. But the 18-month … Read More Bull run a super confidence booster
Taking stock of in-specie transfers
SUMMARY: Time to start considering some tax planning after another good run for shares. So let’s revisit in-specie transfers to your SMSF. There was a time, fairly recently, when SMSFs … Read More Taking stock of in-specie transfers
Secret lessons from DIY funds
SUMMARY: Taking SMSFs seriously – now fund managers and stock brokers want to know how we think so they can second guess us. Yes, self-managed super funds are a force … Read More Secret lessons from DIY funds
The biggest super question of all
SUMMARY: How much super should I have now for someone my age? Here’s a starting point – by 50, you should have 3.5 times your current salary. “I’m X years … Read More The biggest super question of all
Six tips for your pension shift
PORTFOLIO POINT: A change in investment styles as you shift to pension? Here are six things to consider. An important positive about tax rules is that they are largely don’t … Read More Six tips for your pension shift
Keep your head down and never rely on luck
When it comes to making money, there’s no such thing as luck. I don’t know anyone who has made their money through being lucky. I don’t have lucky numbers. I … Read More Keep your head down and never rely on luck
Inside ASIC’s SMSF push
PORTFOLIO 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
A tax take on pension fund investing
PORTFOLIO POINT: If you no longer had to pay tax, would it change the way you invested? Taxation distorts decision making when it comes to investments. Taxation distorts a lot … Read More A tax take on pension fund investing