(03) 9020 2905PORTFOLIO POINT: Sticky fingers reaching for the super pie again? If it’s true, they’re after YOU. You might not think you are “fabulously wealthy”. But what is that anyway? We … Read More SMSFs in Labor’s super sights
Tag Archives: Superannuation
Property investing for dummies: Lending lines for DIY funds
PORTFOLIO POINT: Adding a negatively geared property to your SMSF can provide an extremely low-tax environment, even for accumulation SMSFs. As SMSF trustees, we pride ourselves on our thirst for … Read More Property investing for dummies: Lending lines for DIY funds
Age is no barrier to building wealth, but how do you work out the best investments for your age?
THPPPPT! Wealth? Are you serious? Gen Xers are supposed to do that … how? We’re getting married, saving deposits, replacing those savings with monster mortgages, preparing for and then raising … Read More Age is no barrier to building wealth, but how do you work out the best investments for your age?
Prepare to die. It will save your loved ones $100,000
Always look on the bright side of death / Just before you draw your terminal breath The “Don’t Worry, Be Happy”, whistle-your-blues-away, approach to your impending demise might be a … Read More Prepare to die. It will save your loved ones $100,000
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
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?
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
A super change to avoid death and taxes
PORTFOLIO 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
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