(03) 9020 2905Bruce Brammall, 4 October 2017, Eureka Report SUMMARY: Asset allocation has become a whole-of-wealth game since 1 July. Have you put enough thought into it? The new … Read More Think outside the SMSF square
Tag Archives: SMSFs
The super cases for insurance
SUMMARY: Insurance is an important consideration in super, despite industry arguments. Here’s what you need to consider. Life insurance is fighting a rising tide of discontent, predominantly caused by … Read More The super cases for insurance
Into super or into your home?
SUMMARY: Into your super or into your home? Where do you plough excess savings? Something left over after all the bills are paid is generally the aim of the game. … Read More Into super or into your home?
The ATO raises the TBAR on pension reporting
SUMMARY: Real-time reporting of pension income streams is coming. Here’s what you need to start thinking about. TBAR sounds like something your kids (or grandkids) might … Read More The ATO raises the TBAR on pension reporting
DIY super needs a hands-on approach
SUMMARY: Do you really know the asset allocation of your SMSF? Sit down and figure it out. And be ruthless. The plight of the DIY super trustee … Read More DIY super needs a hands-on approach
Disrupting retirement: What needs to happen
While super’s best brains search for a golden goose of retirement income products, just stay focussed on building your nest egg. We are nearly three years into the … Read More Disrupting retirement: What needs to happen
Tell your kids this
SUMMARY: If your kids still listen to you … here’s what you need to tell them to do with their super. My son is 10. He still listens to … Read More Tell your kids this
Lower LVRs put a squeeze on SMSFs
SUMMARY: Lending for SMSFs has been turned on its head. Does it still work as a strategy? It’s tighter, but yes. Property investment is a honey pot. It … Read More Lower LVRs put a squeeze on SMSFs
Did your SMSF smash the average?
SUMMARY: Playing it safe gave no help for returns in 2017. It was all about risk. Did you get your SMSF to beat 7.93%? Every streak must come … Read More Did your SMSF smash the average?
Making a mega super fund
SUMMARY: What’s the biggest super fund that can now be built? Around $9.3m … and here’s how that is done. Want to build the biggest super … Read More Making a mega super fund