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
Tag Archives: SMSFs
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
Inside Labor’s super wealth tax plans
PORTFOLIO POINT: Labor is planning a major tax slug for super members who are a little above average. If you’ve got $1 million in super, you must read this. I … Read More Inside Labor’s super wealth tax plans
Don’t make the ultimate super sacrifice
PORTFOLIO POINT: Why you can’t leave planning your salary sacrifice to the last minute. Plus “Election 2013” – the super political promises have started. Concessional contributions are a fairly simple … Read More Don’t make the ultimate super sacrifice
Drilling down into DIY super
PORTFOLIO POINT: How do you compare? The latest stats show some surprising trends in the SMSF sector. For years we moaned about the quality of up-to-date statistics on self-managed super … Read More Drilling down into DIY super
Seven super tips for 2013
PORTFOLIO POINT: Take a moment to be thankful for returns in calendar 2012. Now, focus on what you need to do in 2013. In recent years, it’s been rare that … Read More Seven super tips for 2013
The DIY pre-retirement garage sale
PORTFOLIO POINT: Numbers on post-retirement asset switching show SMSF retirees actually do de-risk their portfolios as they age. The shift from being a part of the workforce to being retired … Read More The DIY pre-retirement garage sale