(03) 9020 2905SUMMARY: It’s amazing what some solid superannuation returns can do to your mental wellbeing and outlook on life. Sure, markets have got a little bumpy since November. But the 18-month … Read More Bull run a super confidence booster
Category Archives: Articles
Shares versus property – what is your preferred investment at the moment?
Awww, no fair. Love ’em both. It’s like trying to pick which of my DebtKids is my “preferred child”. But the question asks “at the moment”. (And given my kids … Read More Shares versus property – what is your preferred investment at the moment?
To buy or not to buy should be the question on young lips
Wherefore art thou, Juliet and Romeo? Where be your dreams of home ownership? Have you cunningly faked your own death? Or are we staring down at your corpse? Why aren’t … Read More To buy or not to buy should be the question on young lips
Taking stock of in-specie transfers
SUMMARY: Time to start considering some tax planning after another good run for shares. So let’s revisit in-specie transfers to your SMSF. There was a time, fairly recently, when SMSFs … Read More Taking stock of in-specie transfers
What is an inexpensive way to say “I love you” on Valentine’s Day without looking like a cheapskate?
Go to video store (do they still exist?). Rent Top Gun. Fast forward to bar scene. Practice You’ve Lost That Lovin’ Feeling by Maverick. Corny … absolutely. But if your … Read More What is an inexpensive way to say “I love you” on Valentine’s Day without looking like a cheapskate?
Credit gorgers face ugly reality — time to pay up
A good “shock survey result” can be a great read. The good ones can rattle your cage, shake your little world. Get you focussed on something important in your life. … Read More Credit gorgers face ugly reality — time to pay up
Should you listen to financial advice from family and friends or only take advice from qualified professionals?
Advisers? Thppppt! Bunch of overpaid Porsche-driving salesmen! Opinions from family and friends are free. Just listen to lots and make up your own mind. What’s the worst that can happen? … Read More Should you listen to financial advice from family and friends or only take advice from qualified professionals?
Secret lessons from DIY funds
SUMMARY: Taking SMSFs seriously – now fund managers and stock brokers want to know how we think so they can second guess us. Yes, self-managed super funds are a force … Read More Secret lessons from DIY funds
What are your best cures for a holiday season spending hangover?
Mmmm, tough one. Big headache. But, never fear, like Blackadder’s Baldrick, I have some cunning plans. How painful the solution depends on exactly how hard you shopped in December. For … Read More What are your best cures for a holiday season spending hangover?
School starts again soon, and so do the expenses. How do you prevent an education budget blow-out?
HOME schooling! The perfect solution. And it’s not just cheap. The other cool advantages include your child will always be top of the class, it’s okay to take them on … Read More School starts again soon, and so do the expenses. How do you prevent an education budget blow-out?