(03) 9020 2905SUMMARY: 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?
All posts by Bruce
Bargains you will come to love
Everyone loves a bargain. Something cheaper than it was a little while ago, or a bonus thrown into the purchase. End of year stocktake sales, flights outside of holiday peaks, … Read More Bargains you will come to love
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
Renting? Make sure you have the right insurance
Burglars are instant valuation experts. It’s in the job description. Within a few minutes, they need to make hundreds of lightning assessments about the value of your stuff and what … Read More Renting? Make sure you have the right insurance
Your ultimate super guide: Will Labor or Coalition victory be better for you?
Couples will have to work together as a “superannuation team” to avoid paying increased retirement taxes following the July 2 Federal Election. Tougher tax regimes will be imposed on superannuation … Read More Your ultimate super guide: Will Labor or Coalition victory be better for you?
Plugging the index plays
Remember Tony “Plugger” Lockett? The former Saint who took my Swans to the 1996 grand final … the result of which is a little less raw because of 2005 and … Read More Plugging the index plays
Transition to retirement pensions: not dead yet
SUMMARY: The reports of the death of TTR have been exaggerated. Still a worthwhile strategy, even if a little less effective. For many, it was almost too good to be … Read More Transition to retirement pensions: not dead yet