(03) 9020 2905PORTFOLIO POINT: In your 50s? Looking to expand your asset base? Should it be inside, or outside, your SMSF? Read this before you make any further investments. A lawyer colleague … Read More SMSFs inside ‘secret’ weapon
Category Archives: Articles
Winning lotto is unlikely but we can always dream. What should you do with a $1 million windfall?
Say to yourself: “Cool! One million down, one million to go”. On its own, it’s not retirement material for a Gen Xer. Or, at least it shouldn’t be. A million … Read More Winning lotto is unlikely but we can always dream. What should you do with a $1 million windfall?
Winning lotto is unlikely but we can always dream. What should you do with a $1 million windfall?
Say to yourself: “Cool! One million down, one million to go”. On its own, it’s not retirement material for a Gen Xer. Or, at least it shouldn’t be. A million … Read More Winning lotto is unlikely but we can always dream. What should you do with a $1 million windfall?
Is this the ultimate super loan?
PORTFOLIO POINT: What!? A no-interest loan to your SMSF? Maybe, but don’t rush in just yet. For now, just watch this space. Sometimes regulators work in mysterious ways. Very mysterious … Read More Is this the ultimate super loan?
Should people hand back money they are wrongly given, and in your experience, do they?
Damnit. I know every time I answer one of these, my chances at wearing a halo get slimmer. My first money lesson was: “Find a penny, pick it up, then … Read More Should people hand back money they are wrongly given, and in your experience, do they?
Stay calm, everyone, but check out these fixed mortgage rates!
Fess up. Who doesn’t occasionally succumb to a panic attack? Usually, panic bobs up when we’re at our most vulnerable, our most irrational, our most stupid. It’s natural to look … Read More Stay calm, everyone, but check out these fixed mortgage rates!
Don’t make a super stuff-up
PORTFOLIO POINT: Time to check your salary sacrifice contributions – before you bust out of your limits. The vast majority of Australians don’t think too hard about their super contributions. … Read More Don’t make a super stuff-up
How do you work out how much money you’ll need in retirement, and how do you plan for it?
“Price check, aisle four! Price on a medium-sized tropical island, 50-room palace, 100 staff, world-class golf course, an endless supply of Bollinger and Bintang, an airstrip and a dozen watercraft? … Read More How do you work out how much money you’ll need in retirement, and how do you plan for it?
Hands off our Super
PORTFOLIO POINT: Twice in a year? Another enemy of superannuation must be declared. Sometimes, “research” adds to debate, because of the inequities that get raised and the opportunities to right … Read More Hands off our Super
Like riding a bike, money habits are hard to forget
I don’t remember learning to ride a bike. I don’t remember many of the early spills. I do remember one time, with my head down and bum up peddling faster … Read More Like riding a bike, money habits are hard to forget