(03) 9020 2905PORTFOLIO POINT: In-specie share transfers will become less appealing and more expensive for SMSFs post June 30. So you might want to act now. Every time rules change, opportunities present … Read More In-specie transfers – act now?
Category Archives: Articles
Countdown to 30 June
PORTFOLIO POINT: The countdown to 30 June has started. Here’s your SMSF preparation checklist to make the most of this year. While superannuation isn’t a race, there are aspects of … Read More Countdown to 30 June
Should Australians be tipping at restaurants, and if so, how much?
Who’s my waitress for the evening? Two Broke Girls? If it’s Penny from Big Bang Theory, my tip … will be HUGE! If it’s Roseanne Barr … loose change. She’s a scary … Read More Should Australians be tipping at restaurants, and if so, how much?
SMFS that breathe after you stop
PORTFOLIO POINT: Four things you need to check to make sure more of your super keeps on breathing after you stop. The prime driver for people getting into self-managed super … Read More SMFS that breathe after you stop
Super honeypot
“One small swing for Swan. One giant blow to mankind.” If you believe that where’s there’s smoke, there’s fire, superannuation is going to cop a bullet to the head in … Read More Super honeypot
Should Australians be tipping at restaurants, and if so, how much?
Who’s my waitress for the evening? Two Broke Girls? If it’s Penny from Big Bang Theory, my tip … will be HUGE! If it’s Roseanne Barr … loose change. She’s … Read More Should Australians be tipping at restaurants, and if so, how much?
How much money should young adults receive from their parents as a financial kick-start?
Depends. Who’s reading this? If it’s Boomers and Retirees, then the answer is “lots. You’re too old to enjoy it. Give it to the kids now, you old geezers!” If … Read More How much money should young adults receive from their parents as a financial kick-start?
Debt from a previous relationship, or a current partner, can cripple your finances. How do you fix it?
Simple: Love ’em and leave ’em. Or is that too cruel? When it comes to finances, one person inevitably has a better understanding of money and tends to take some … Read More Debt from a previous relationship, or a current partner, can cripple your finances. How do you fix it?
Henry Murray bonds
Everyone with an opinion loves to be able to say “I told you so”. Hey, it’s fun. Who would ever tire of getting predictions right? If you had the power … Read More Henry Murray bonds
Most of us like flashy cars – is it always a waste of money to buy a brand new one?
Oooh, I haaaate flashy cars! Cars – beautiful shiny cars … are, the greatest way Gen Xers can waste money on this planet. New cars are gigantic wealth suckers. The … Read More Most of us like flashy cars – is it always a waste of money to buy a brand new one?