(03) 9020 2905PORTFOLIO 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
Tag Archives: Superannuation
A tax take on pension fund investing
PORTFOLIO POINT: If you no longer had to pay tax, would it change the way you invested? Taxation distorts decision making when it comes to investments. Taxation distorts a lot … Read More A tax take on pension fund investing
Seven deadly super sins
HEADLINE PORTFOLIO POINT: SMSFs open up a new legal world to trustees – and there’s a lot of rookie mistakes to avoid. Here’s seven of the biggest do’s and don’ts. … Read More Seven deadly super sins
A single pot strategy
PORTFOLIO POINT: If you’re over 50, do you treat your super and non-super assets as two pots or one for asset allocation? Here’s an argument for the singular. Simply, the … Read More A single pot strategy
Super property bells ring louder
PORTFOLIO POINT: Property gearing in SMSFs seems to be here to stay, but beware. Plus: Roger Montgomery, I accept your challenge. At the time, it was one of the biggest … Read More Super property bells ring louder
How super is your return?
PORTFOLIO POINT: How well did you do your job as SMSF investment manager last year? You needed to beat 14.81%. Unless you were still bunkered down in the ultra-defensive end … Read More How super is your return?
Powering up the pension
PORTFOLIO POINT: Many pensioners are facing massive increases in the minimum super pensions they draw this year. Here’s how you can deal with it. Hands up if you want more … Read More Powering up the pension
Switching super funds may seem like a good idea to some, but is it worth the hassle?
Hey, just how bad can a super fund be? Believe me, you have no idea. Some super funds from the 80s and early 90s are nothing short of criminal. Yes, … Read More Switching super funds may seem like a good idea to some, but is it worth the hassle?
Super: What the Coalition will do
PORTFOLIO 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
Download DMIN April 2013: Clock says “Property’s time to party”
Debt Man #54 apr2013