(03) 9020 2905Mrs DebtMan claims I only agreed to wedlock because I would gain a second income with which to negative gear. A scurrilous accusation. If true – and I confess to … Read More I’m from Mars, you’re clearly a Venusian — let’s compromise
All posts by Bruce
Deferred annuities: A timely review
SUMMARY: Finally, we’re going to get serious about super retirement income-stream products. It’s been a concern of the industry for a long time. When it comes to turning on an … Read More Deferred annuities: A timely review
Everyone should have an emergency fund for unexpected expenses. How much do you need, and how do you hold it?
How bad? The “accidental” extra two shouts because you got stonkered at the pub? The $300 to replace the washing machine motor that crapped out? Replacing the couch that … Read More Everyone should have an emergency fund for unexpected expenses. How much do you need, and how do you hold it?
Did you beat the super benchmark?
SUMMARY: Did you have a good year as investment manager for your SMSF? The answer is “no” if your portfolio didn’t return 13.8%. It’s not just double digits for the … Read More Did you beat the super benchmark?
Managed funds versus index funds. Investment choices are growing, so what type of fund is best?
“Come closer, my sweet. I only share the following with special people. I have a crystal ball that tells the future of investment! If you become a client, I will … Read More Managed funds versus index funds. Investment choices are growing, so what type of fund is best?
Forget the RBA, I’m calling it for the buyers
When an undisputed champion offers to adjudicate on a cage fight, respect says you stand back, listen to the verdict, and graciously accept victory or defeat. If Elvis rolled up … Read More Forget the RBA, I’m calling it for the buyers
How to avoid a super death tax
SUMMARY: Protecting your family from super’s death tax can take a little planning. Superannuation, on the surface, is about saving for your retirement. In fact, that aim is actually enshrined … Read More How to avoid a super death tax
Is chivalry dead when it comes to dating and money? What are your tips to avoid an issue?
These “battle of the sexes” questions are brutal. Deadly – no winners. Answer one way, you’re fanning stereotypes. Answer the other and you’re sexist. And both answers will get me … Read More Is chivalry dead when it comes to dating and money? What are your tips to avoid an issue?
A big pile of cash, but you can make it bigger
I’ve been waiting for a bus. For a long time now. Clearly, it’s not coming. It’s time to concede. “Stuff it, I’ll walk”. Okay, time for a quick superannuation lesson. … Read More A big pile of cash, but you can make it bigger
A new financial year brings new financial scams. What should your generation watch out for?
Oh, stupidity and greed! I beseech thee to explain! Why art thou power so strong in so many, particularly when combined in the same recipe? Like ducks to water are … Read More A new financial year brings new financial scams. What should your generation watch out for?