(03) 9020 2905Is it possible to hold too much cash? If that sounds crazy, like a trick question, that’s because it is. And, therefore, the answer is the opposite of what you … Read More Yes, you can have too much cash
Tag Archives: Tax and investment
My answers to your burning super questions
SUMMARY: The unanswered questions! Here are my responses to the questions we didn’t get to in the inaugural Adviser Q&A. Thanks very much for the great response to the inaugural … Read More My answers to your burning super questions
It’s time to make some super decisions
SUMMARY: The superannuation changes can’t sit on the political backburner. Decisions, or deals, need to be done now. I’m thinking of buying Treasurer Scott Morrison a new t-shirt. It … Read More It’s time to make some super decisions
The biggest hit to Aussie super savers
SUMMARY: Here’s the detail on the pain of the new transition to retirement pension tax. There’s no one killer punch in the Coalition’s super shakeup – it’s a combination of … Read More The biggest hit to Aussie super savers
The biggest hit to Aussie super savers
SUMMARY: Here’s the detail on the pain of the new transition to retirement pension tax. There’s no one killer punch in the Coalition’s super … Read More The biggest hit to Aussie super savers
How did your SMSF perform in FY16?
SUMMARY: How did you fare as a SMSF investment manager in FY16? To prove your worth, the number you needed to beat … was 5.05%. A positive return in your … Read More How did your SMSF perform in FY16?
Super ‘reform’ story has more to play
SUMMARY: Hold off on non-concessional contributions for now. The “agreed” changes are far from a done deal. The dust hasn’t settled. And the horse-trading certainly has only just begun. In … Read More Super ‘reform’ story has more to play
Super reality check – unlimited tax-free super was always too good to be true
Don’t know about you, but I’ve got flashbacks to the 70s. Specifically, of Bruce Banner: “Don’t make me angry. You wouldn’t like me when I’m angry.” The Incredible Hulk is … Read More Super reality check – unlimited tax-free super was always too good to be true
The rope-a-dope ‘facts’ lack punch
Walk away. No winners here. Not even interesting conversation. Just the painful sound of your head banging against a brick wall. When it comes to investing, this affliction is most … Read More The rope-a-dope ‘facts’ lack punch
Preparing your super for the election
SUMMARY: Labor dumps opposition to Coalition’s big-bang superannuation changes, admitting it will adopt them. It’s official: You need to start preparing for an … Read More Preparing your super for the election