(03) 9020 2905PORTFOLIO POINT: Twice in a year? Another enemy of superannuation must be declared. Sometimes, “research” adds to debate, because of the inequities that get raised and the opportunities to right … Read More Hands off our Super
Tag Archives: Superannuation
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
Superannuation statements will soon start arriving in letterboxes. What things should you look for in them?
As inscribed on the cover of The Hitchhiker’s Guide to the Galaxy, “DON’T PANIC!” I know superannuation seems a bit scary, perhaps pointless. But it’s compulsory and you’ll notice it’s … Read More Superannuation statements will soon start arriving in letterboxes. What things should you look for in them?
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
It’s an Olympian effort but you need to check your super fund
The Olympics is an interesting armchair spectator sport in a philosophical sense. Every four years, for two weeks, we all become experts in sports we know absolutely nothing about. “Oooh, … Read More It’s an Olympian effort but you need to check your super fund
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
Are you good enough to run your SMSF?
PORTFOLIO POINT: How good/bad was your performance as SMSF investment manager last year? The number to beat was 3.35%. Maybe, just maybe, if the Australian market hadn’t crapped out in … Read More Are you good enough to run your SMSF?
What are three worthwhile goals to set for the new financial year, and can you share one of yours?
Click here to download Debt Man Investment Newsletter #45 It’s an immortal movie scene. Cuba Gooding Jr is on the phone, half-naked, dancing around his kitchen. The guy on the … Read More What are three worthwhile goals to set for the new financial year, and can you share one of yours?
Beating the superman syndrome
PORTFOLIO POINT: For very good reason, there’s a new mandatory requirement for SMSFs from July 1. In the enthusiastic rush to start your own self-managed super fund, there are countless … Read More Beating the superman syndrome
Clear skies for geared property
PORTFOLIO POINT: SMSF property borrowing gets more appealing, thanks to the ATO’s response to trustee’s queries. It would appear there have been more questions than at a post-grand final press … Read More Clear skies for geared property