(03) 9020 2905PORTFOLIO POINT: Don’t take the chance this new legislation will fail to pass. You need to start splitting super contributions now. There has been a relatively small band of superannuation … Read More A super time to split
Tag Archives: SMSFs
Beware the property hard sell. ASIC is watching
PORTFOLIO POINT: ASIC applies the blowtorch to SMSF property spruikers, with advisers and accountants also feeling the heat. Better late than never. Property spruikers be warned – the consumer watchdog … Read More Beware the property hard sell. ASIC is watching
Contributions capers: Another year, another change
PORTFOLIO POINT: I give up. If you know what’s happening with concessional contribution limits, email me. To quote comic legend Rowan Atkinson playing the pastor addressing his flock in 80s … Read More Contributions capers: Another year, another change
Busting the super reforms myths
PORTFOLIO POINT: Let’s bust a few myths about the real losers of last week’s high-end super tax grab. One week out from the new changes to super and the uncertainty … Read More Busting the super reforms myths
SMSFs in Labor’s super sights
PORTFOLIO POINT: Sticky fingers reaching for the super pie again? If it’s true, they’re after YOU. You might not think you are “fabulously wealthy”. But what is that anyway? We … Read More SMSFs in Labor’s super sights
Understanding property investments in your SMSF
PORTFOLIO POINT: Question overload at this week’s Eureka Report SMSF property webcast. Here’s a collection that time didn’t allow us to get to The well of interest in property in … Read More Understanding property investments in your SMSF
Super pension shift can make tax sense
PORTFOLIO 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
Property investing for dummies: Lending lines for DIY funds
PORTFOLIO POINT: Adding a negatively geared property to your SMSF can provide an extremely low-tax environment, even for accumulation SMSFs. As SMSF trustees, we pride ourselves on our thirst for … Read More Property investing for dummies: Lending lines for DIY funds
The mechanics of DIY gearing
PORTFOLIO POINT: Debt, as an investment tool, is staging a comeback. Here’s how trustees prepared to up the risk can potentially rebuild battered SMSF balances. Debt is roaring back onto … Read More The mechanics of DIY gearing
Growth or income? It’s a taxing issue
PORTFOLIO POINT: Are you targeting income or growth? And why? Here’s how tax impacts that choice in the longer term for SMSFs. The market’s on the move. It has been … Read More Growth or income? It’s a taxing issue