(03) 9020 2905PORTFOLIO POINT: If you are 60-plus and still working, then a transition-to-retirement pension is a must. Plus what the election result means. If you are over 60 and still working, … Read More Your super pension strategy post the election
Category Archives: Articles
It’s MoneySmart week, so what are three ways that your generation could be smarter with money?
Start with an exorcism. Why? Just because. And if you can get the whole head-spinning and green-vomit things happening, send me some footage. That would be soooo cool! Seriously, getting … Read More It’s MoneySmart week, so what are three ways that your generation could be smarter with money?
Seven deadly super sins
HEADLINE PORTFOLIO POINT: SMSFs open up a new legal world to trustees – and there’s a lot of rookie mistakes to avoid. Here’s seven of the biggest do’s and don’ts. … Read More Seven deadly super sins
It pays to take a long-term view when investing. What do you think will be the biggest trend in the decade ahead?
You want “long term” from Generation X? Seriously? What, like using a slow-cooker to make tonight’s dinner? Why? Have mobile phone. Can dial delivery. Dinner done. Two minutes. Back to … Read More It pays to take a long-term view when investing. What do you think will be the biggest trend in the decade ahead?
A single pot strategy
PORTFOLIO POINT: If you’re over 50, do you treat your super and non-super assets as two pots or one for asset allocation? Here’s an argument for the singular. Simply, the … Read More A single pot strategy
Super frauds target SMSFs
PORTFOLIO POINT: Could you become a target of a super scam or SMSF fraud? Your SMSF is not safe. Here’s what to look out for. Bees and honeypots. Frauds and … Read More Super frauds target SMSFs
There’s no excuse for bad manners. What bad money manners annoy you the most?
Dateline: 2001. Mrs DebtMan and I had just bought our first home. We were financially struggling to fill it with furniture. As you do. We invited some friends around for … Read More There’s no excuse for bad manners. What bad money manners annoy you the most?
Bored? Invest beyond cash
They say “money talks” and “cash is king”. Maybe in the past. But I’m here to deliver some really bad news. Cash is on life support. It would almost be … Read More Bored? Invest beyond cash
Understanding super’s post-65 rulebook
PORTFOLIO POINT: You can contribute to super when you’re not working, or if you retire, or semi-retire early. Here are the rules if you’re considering this option. Superannuation feels like … Read More Understanding super’s post-65 rulebook
New financial advice laws are now in full swing. How do you take advantage of them?
PANIC! Act swiftly! Oops, hold on. My bad. That was for something else that started on July 1 – my new fitness regime. Epic fail already. Don’t panic in regards … Read More New financial advice laws are now in full swing. How do you take advantage of them?