(03) 9020 2905PORTFOLIO 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 DIY countdown to June 30
Tag Archives: Superannuation
In-specie transfers: Get in quick
PORTFOLIO POINT: In-specie share transfers will become less appealing and more expensive for SMSFs post June 30. So you might want to act now. Every time rules change, opportunities present … Read More In-specie transfers: Get in quick
Financial Advisers don’t make the grade
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 Financial Advisers don’t make the grade
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
How to start your DIY pension
PORTFOLIO POINT: It’s not quite as simple as “insert pension, press play”. So how do you “flick on” a pension in your SMSF? Pensions are, literally, what super is all … Read More How to start your DIY pension
Clock ticking on DIY property
PORTFOLIO POINT: A super opportunity could be closing. If you were thinking it’s for you, you’ll need to get started very, very soon. Like sands through the hourglass … a … Read More Clock ticking on DIY property
Super and the value of segregation
PORTFOLIO POINT: These assets stay here. Those assets go there. Segregation within SMSF can lead to better tax outcomes. The word “segregation” has some nasty connotations, most usually associated with … Read More Super and the value of segregation
Super’s magic years
PORTFOLIO POINT: Have your cake and eat it too – combining salary sacrifice with a transition to retirement strategy. “Hey Dad, there’s some bloke here at Eureka Report who reckons … Read More Super’s magic years
Team super
PORTFOLIO POINT: Share the SMSF love. Taking a joint perspective to contributions strategies can be far more effective. Building your superannuation nest-egg can be a lonely challenge, not unlike trying … Read More Team super
A dozen do’s and dont’s for SMSFs
PORTFOLIO POINT: The temperature is rising in SMSF-land. Time to apply some protection. Here’s 12 do’s and don’ts to get you prepared for 2012. It’s looking like another daunting year … Read More A dozen do’s and dont’s for SMSFs