(03) 9020 2905You’d be daft not to stack up on your favourite wine when the local grog shop had a special on, wouldn’t you? And who hasn’t purchased half-price duty-free booze, simply … Read More Aussie dollar bonus
Category Archives: Articles
Tax time is less than two months away. What should people be doing now to make it less painful?
A wise man (Daniel be his name) once told me: “accountants organise what’s already happened. Financial advisers organise the future.” And that, dear readers, is today’s exercise. Six weeks till … Read More Tax time is less than two months away. What should people be doing now to make it less painful?
Rate cut bonanza
Rate cut party in … da … house! Woo-hoo! There’s nothing like the smell of a rate cut as you’re heading into winter. The Reserve Bank has just deposited a … Read More Rate cut bonanza
What can a householder learn from how the Federal Government manages its Budget?
“Oooh, ooh! Me, sir, me! I know this answer! Please sir!” “Ye-e-es, Debt Man,” the teacher says hesitantly. (He always hestitates when I raise my hand.) “That you shouldn’t get … Read More What can a householder learn from how the Federal Government manages its Budget?
SAFs could save your skin
PORTFOLIO POINT: They’re not a big part of the DIY spectrum, but SAFs have some important advantages over SMSFs … and could save your super skin. Those who are deeply … Read More SAFs could save your skin
Finger on panic button?
PORTFOLIO POINT: Super investment risk is ultimately in your control. Do you have a finger on the panic button? Using extreme examples to try to prove a point rarely does … Read More Finger on panic button?
Backroom deal dilutes adviser reform
PORTFOLIO POINT: A last-minute backroom deal on Future of Financial Advice’s “iconic” opt-in arrangements will dilute benefits to super members and investors. What does it mean for you? When two … Read More Backroom deal dilutes adviser reform
Risk reduction takes hold
PORTFOLIO POINT: The primary investment driver of SMSF trustees has changed. Has it taken hold of you? Some shifts in direction are subtle, like a cruise liner slowly changing its … Read More Risk reduction takes hold
Managing contributions
PORTFOLIO POINT: Here’s another major benefit of SMSFs – managing contributions over two years. The power of super as a retirement vehicle has plenty of boundaries. There are plenty of … Read More Managing contributions
Adviser report scary
PORTFOLIO POINT: Want financial advice on retirement, pensions or Centrelink entitlements? Read this before you make your first phone call. You wouldn’t have believed some of the squealing that followed … Read More Adviser report scary