(03) 9020 2905PORTFOLIO 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
Tag Archives: SMSFs
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
The ATO’s super property crackdown
PORTFOLIO POINT: The Tax Office has warned of a SMSF property borrowing crackdown. You must get these investments right up front. A fair warning has been issued by the ATO … Read More The ATO’s super property crackdown
Trustees seek yield safety
PORTFOLIO POINT: Eureka readers respond: “We’ve had enough of equities. We want security of return, not higher returns.” It wasn’t unanimous, but the consensus was certainly overwhelming. Eureka Report readers, … Read More Trustees seek yield safety
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?
Cashed out
PORTFOLIO POINT: SMSF trustees missed the equity and property boats in the September quarter. Why did you hold back? It’s no secret that the last financial year was a disappointment … Read More Cashed out
Tapping into super wraps
PORTFOLIO POINT: Considering a SMSF? Would you like to “try before you buy”? Consider a “wrap” test drive. There was a big hoo-ha in superannuation industry circles last week about … Read More Tapping into super wraps