(03) 9020 2905PORTFOLIO POINT: Have your cake and eat it too – combining salary sacrifice with a transition to retirement strategy. “Hey Dad, there’s some bloke here at Eureka Report who reckons … Read More Super’s magic years
Category Archives: Articles
Our economy is envied by much of the world, but how do we compare when it comes to personal finance?
I have this sneaking feeling, with no hard evidence to back me up, that speed skater Steven Bradbury is actually in control of Australia’s finances. Maybe as Wayne Swan’s puppeteer? … Read More Our economy is envied by much of the world, but how do we compare when it comes to personal finance?
Team super
PORTFOLIO POINT: Share the SMSF love. Taking a joint perspective to contributions strategies can be far more effective. Building your superannuation nest-egg can be a lonely challenge, not unlike trying … Read More Team super
How to fund kids’ education
January is a pretty good time to be alive in Australia. The sun’s out. The tennis is on. We’re annihilating India by complete innings. Driving to work’s a breeze. Beer … Read More How to fund kids’ education
A dozen do’s and dont’s for SMSFs
PORTFOLIO POINT: The temperature is rising in SMSF-land. Time to apply some protection. Here’s 12 do’s and don’ts to get you prepared for 2012. It’s looking like another daunting year … Read More A dozen do’s and dont’s for SMSFs
Super heavyweights
PORTFOLIO POINT: There’s nothing average about SMSFs. But what’s interesting is how much the really big SMSFs throw out the averages. The chasm between SMSFs and managed fund super is, … Read More Super heavyweights
If you were going to start a share portfolio, what would be the first five stocks you’d buy, and why?
Just like that old 80s “oils ain’t oils” Castrol ad, it’s important to remember that shares ain’t shares. Shares are the riskiest asset class. And the recent proof of that … Read More If you were going to start a share portfolio, what would be the first five stocks you’d buy, and why?
Is 2012 your year of DIY property?
PORTFOLIO POINT: Property price declines are raising the interest of SMSF trustees. If the thought has crossed your mind, here’s what you need to do to be ready to pounce … Read More Is 2012 your year of DIY property?
Should money matters be discussed among friends socially, or is it a taboo topic?
There are only two things I don’t talk about. The first is how I vote. The second is how much I earn. But not talking about how much I earn … Read More Should money matters be discussed among friends socially, or is it a taboo topic?
Super? Make that ‘safety net’
PORTFOLIO POINT: The short-term future for superannuation for even average income earners is looking increasingly grim. Lower your expectations for super to being nothing more than a safety net. Here’s … Read More Super? Make that ‘safety net’