(03) 9020 2905SUMMARY: Do you really know the asset allocation of your SMSF? Sit down and figure it out. And be ruthless. The plight of the DIY super trustee … Read More DIY super needs a hands-on approach
Category Archives: Articles
Behind-the-scene look at advisers
Here’s an unlikely financial advice question: “Where does your favourite pizza come from?” When we last moved house, we moved out of delivery range of my favourite pizza delivery … Read More Behind-the-scene look at advisers
It pays not to tell lies to insurers
In any job, industry or profession, if you’re around long enough, you get to know the lies that are told during a transaction. For example … teachers and students, … Read More It pays not to tell lies to insurers
Disrupting retirement: What needs to happen
While super’s best brains search for a golden goose of retirement income products, just stay focussed on building your nest egg. We are nearly three years into the … Read More Disrupting retirement: What needs to happen
Tell your kids this
SUMMARY: If your kids still listen to you … here’s what you need to tell them to do with their super. My son is 10. He still listens to … Read More Tell your kids this
Making a retirement U-turn
SUMMARY: Can you return to work after “retiring” and starting a super pension? Of course, but there are some rules to know. You’ve hit retirement and you’ve started a … Read More Making a retirement U-turn
Lower LVRs put a squeeze on SMSFs
SUMMARY: Lending for SMSFs has been turned on its head. Does it still work as a strategy? It’s tighter, but yes. Property investment is a honey pot. It … Read More Lower LVRs put a squeeze on SMSFs
Trust issues with Shorten’s plan
“Frothing at the mouth”: a description of someone white hot with rage, ranting feverishly over what is usually not much of an issue. This is something I … Read More Trust issues with Shorten’s plan
Rates are rising – get set for battle
If you’re a long-term property investor with a mortgage, how pissed off are you right now? Put me down for “seriously pissed off”. I just received notification from my … Read More Rates are rising – get set for battle
Did your SMSF smash the average?
SUMMARY: Playing it safe gave no help for returns in 2017. It was all about risk. Did you get your SMSF to beat 7.93%? Every streak must come … Read More Did your SMSF smash the average?