SUMMARY: Taking SMSFs seriously – now fund managers and stock brokers want to know how we think so they can second guess us. Yes, self-managed super funds are a force … Read More Secret lessons from DIY funds
SUMMARY: The power wielded by Australia’s SMSF sector is growing. Will we use that power wisely, or just in individual self-interest? When it comes to throwing its weight around, there … Read More SMSFs become a distorting force
SUMMARY: You’re ready to buy an investment property. But inside or outside a SMSF? Here’s what you need to weigh up. It’s a parent’s lot to put their children’s interests … Read More Is property best inside a SMSF?
PORTFOLIO POINT: The spectre of compulsory super annuities is increasing. And I don’t think SMSF trustees will be too thrilled. A considerable number of voices believe it’s one of the … Read More Why compulsory annuities won’t suit SMSFs
PORTFOLIO POINT: Could you become a target of a super scam or SMSF fraud? Your SMSF is not safe. Here’s what to look out for. Bees and honeypots. Frauds and … Read More Super frauds target SMSFs
“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
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?
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
PORTFOLIO POINT: Post-Budget super strategies to combat the latest attack on your retirement nest-egg. I was seething. As should you have been. Sure, I was sitting on a holiday in … Read More Post budget super strategies
PORTFOLIO POINT: The primary investment driver of SMSF trustees has changed. Has it taken hold of you? Some shifts in direction are subtle, like a cruise liner slowly changing its … Read More Risk reduction takes hold