(03) 9020 2905PORTFOLIO POINT: Considering how to protect recent gains? Some trustees might benefit from a shift to a super pension. Stock markets seem to be getting choppy, following a largely stellar … Read More Super pension shift can make tax sense
Tag Archives: Trustees
ATO upgrades its DIY super weaponry
PORTFOLIO POINT: New, and broader, penalties for naughty SMSF trustees arrive on July 1. Why is this a good thing Who’s been a naughty boy then? The arsenal available to … Read More ATO upgrades its DIY super weaponry
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?
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?
It’s hard work building up assets, so what are some good ways to protect yours from relationship breakdowns or business failures?
How pointless would a new business/relationship be if those starting the baby up weren’t wearing rose-coloured glasses? Doomed. As much chance of survival as the first slab of beer on … Read More It’s hard work building up assets, so what are some good ways to protect yours from relationship breakdowns or business failures?
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
Risk reduction takes hold
PORTFOLIO POINT: The primary investment driver of SMSF trustees has changed. Has it taken hold of you? Some shifts in direction are subtle, like a cruise liner slowly changing its … Read More Risk reduction takes hold
Managing contributions
PORTFOLIO POINT: Here’s another major benefit of SMSFs – managing contributions over two years. The power of super as a retirement vehicle has plenty of boundaries. There are plenty of … Read More Managing contributions
Countdown to 30 June
PORTFOLIO 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 Countdown to 30 June