(03) 9020 2905PORTFOLIO POINT: A death-tax removed! A major tax win for super pensions was a pleasant surprise in the recent mini-budget. How often would a government tell the Tax Office to … Read More A super change to avoid death and taxes
Tag Archives: SMSFs
Living today, paying tomorrow: A super dilemma
PORTFOLIO POINT: Have Australians “outsmarted” superannuation? Here’s a compelling argument for compulsory annuities. What happens when the best of intentions from our elected representatives is beaten by the people’s own … Read More Living today, paying tomorrow: A super dilemma
The big super raid is on the way
PORTFOLIO POINT: The rumblings have not been denied. A super raid seems inevitable in a desperate bid to balance a beaten up budget. That the Federal Government is going to … Read More The big super raid is on the way
SMSFs in the firing line
PORTFOLIO POINT: SMSFs could become a specific target for a Federal Budget surplus in trouble. Most of the rule changes surrounding superannuation are aimed broadly at the entire sector, rather … Read More SMSFs in the firing line
Spouse splitting makes super sense
PORTFOLIO POINT: Consider starting spouse super splitting arrangements now if you want to take advantage of higher concessional contribution limits later. Sharing and caring – and minimising your tax burden … Read More Spouse splitting makes super sense
SMSFs inside ‘secret’ weapon
PORTFOLIO POINT: In your 50s? Looking to expand your asset base? Should it be inside, or outside, your SMSF? Read this before you make any further investments. A lawyer colleague … Read More SMSFs inside ‘secret’ weapon
Is this the ultimate super loan?
PORTFOLIO POINT: What!? A no-interest loan to your SMSF? Maybe, but don’t rush in just yet. For now, just watch this space. Sometimes regulators work in mysterious ways. Very mysterious … Read More Is this the ultimate super loan?
Raising the preservation bar
PORTFOLIO POINT: The pressure is on to lift superannuation’s “preservation age” closer to age pension eligibility. We know superannuation is about investing for the long term. There’s an accumulation phase … Read More Raising the preservation bar
Super in a fee fall
PORTFOLIO POINT: The super fee revolution has landed. Over the next few years, a major review of your superannuation could save you a bundle. When you open your annual super … Read More Super in a fee fall
Four joint-venture options for your DIY fund
PORTFOLIO POINT: One joint-venture property opportunity, four distinct funding options. If you’ve considered JV property investments in your SMSF, you must read this. Purchasing property inside SMSFs is on the … Read More Four joint-venture options for your DIY fund