(03) 9020 2905PORTFOLIO POINT: The coalition’s plans for super will require adjustments to your contributions strategy. Plus, is the new super pensions tax dead? If anyone was in any doubt that superannuation … Read More Super: What the Coalition will do
Tag Archives: super pensions
A super time to split
PORTFOLIO 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
Invest or die, it beats the pension
“Invest or Die!” was the alarming title of a finance book by a mate, John Beveridge, a few years back. I was expecting cold hard facts showing that “if you … Read More Invest or die, it beats the pension
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
Transition to more super
PORTFOLIO POINT: Ramping up your non-concessional contributions before starting the pension can aid transition-to-retirement plans. There’s little doubt that transition to retirement strategies have been, well, neutered, to a large … Read More Transition to more super
The six big questions on superannuation
PORTFOLIO POINT: Yikes! The questions overflowed at last week’s bumper super webinar. Here’s some answers to the top six topics on your collective minds. Wow, it was an awesome response … Read More The six big questions on superannuation
Picking a pension winner
PORTFOLIO POINT: Maximising income streams in retirement can involve financial magic, particularly where Centrelink is concerned Super pension income is tax-effective income. We all know that. It’s just a case … Read More Picking a pension winner
Adviser report scary
PORTFOLIO POINT: Want financial advice on retirement, pensions or Centrelink entitlements? Read this before you make your first phone call. You wouldn’t have believed some of the squealing that followed … Read More Adviser report scary
Countdown to 30 June
PORTFOLIO POINT: The countdown to 30 June has started. Here’s your SMSF preparation checklist to make the most of this year. While superannuation isn’t a race, there are aspects of … Read More Countdown to 30 June
A good DIY deed
PORTFOLIO POINT: Four things you need to check to make sure more of your super keeps on breathing after you stop. The prime driver for people getting into self-managed super … Read More A good DIY deed