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With membership surging through one million in 2014, SMSFs seem to be the hip and cool fashion accessory for investors. But be warned. This is not like spending some coin … Read More Self-managed super is growing in popularity for all age groups. But how do you know if it is right for you?
SUMMARY: Who gets your super when you die? You might be surprised that your wishes won’t necessarily be followed. The perfect plan for your superannuation would see it to last … Read More Avoiding super estate problems
It’s about this time of year that I become thankful. If I’m writing this, my liver held out for another summer. Come February, we’ve still got warmer weather. And the … Read More Lessons learnt — let’s dive back in
When life turns all pear-shaped, the “Great Grudge Purchase” is the thing you’re glad you bought. Or wished you’d had. Insurance is a crucial element of protecting your finances. You … Read More What are three consumer insurance products that most people can do without?
SUMMARY: Failing to attain international exposure continues to cost SMSFs big bucks. Here are three ways you can do it easily. It’s not quite “mutual exclusivity”, but Australia’s self-managed super … Read More Has your SMSF been missing out on offshore gains?
After a beach holiday spent with “classy bogan” (well, they think they are) mates, with music suggesting we were trying to recreate the summer of 1985 … Returning to work? … Read More Australia Day is fun but it signals the end of the summer holiday season so what money matters should you be working on?
DANG! A job on my to-do list! This is my kids’ age group and a conversation I need to have with them. It will go hand-in-hand with DebtBoy and DebtGirl … Read More Children’s savings accounts can be tricky. How do parents make sure they’re getting the best deal?
SUMMARY: What’s in store for super in 2015? Hopefully little, but there’s a lot being considered by the Abbott Government. When it comes to predicting investment markets, I’m not a … Read More 2015: Super changes ahead?
SUMMARY: No time to relax. SMSF trustees need to consider the risks ahead in 2016 and act now. It’s been nicely quiet out there in DIY super regulation land. Occasional jawboning, … Read More The nine risks for DIY fund operators in 2016
CONFUCIOUS say: “Focus long enough on financial problem, it go ‘poof’ and disappear.” Okay, the great philosopher did not say that. He’s way smarter. All the focus in the world … Read More It’s time to turn over a new financial leaf. What money matters should you be focussing on in 2015?