(03) 9020 2905SUMMARY: Superannuation Budget submission time – a time for wish lists and the tooth fairy. The air surrounding Joe Hockey’s first Budget as Treasurer is getting pretty thick and acrid. … Read More What’s on the budget’s super wish lists?
Tag Archives: Superannuation
What’s on the budget’s super wish lists?
SUMMARY: Superannuation Budget submission time – a time for wish lists and the tooth fairy. The air surrounding Joe Hockey’s first Budget as Treasurer is getting pretty thick and acrid. … Read More What’s on the budget’s super wish lists?
Bull run a super confidence booster
SUMMARY: It’s amazing what some solid superannuation returns can do to your mental wellbeing and outlook on life. Sure, markets have got a little bumpy since November. But the 18-month … Read More Bull run a super confidence booster
Taking stock of in-specie transfers
SUMMARY: Time to start considering some tax planning after another good run for shares. So let’s revisit in-specie transfers to your SMSF. There was a time, fairly recently, when SMSFs … Read More Taking stock of in-specie transfers
Secret lessons from DIY funds
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
SMSFs become a distorting force
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
Getting your SMSF 2014 ready
SUMMARY: Here are nine steps to get your SMSF ready for whatever’s ahead in 2014. In life, you can look forward or you can look back. But it usually pays … Read More Getting your SMSF 2014 ready
Is property best inside a SMSF?
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?
SMSFs still ahead
SUMMARY: The future of super under an Abbott Government is being unveiled – slowly, but surely. And SMSFs will be relative winners. What is said before an election, whether promises … Read More SMSFs still ahead
Six tips for your pension shift
PORTFOLIO POINT: A change in investment styles as you shift to pension? Here are six things to consider. An important positive about tax rules is that they are largely don’t … Read More Six tips for your pension shift