(03) 9020 2905Christmas is all about overeating, overdrinking, oversleeping, overspending and … ham-off-the-bone-and-gruyere buttered toasted sandwiches made with banged-together leftovers and a hangover on Boxing Day. Sure, the price tag reads 657,000 … Read More Nobody likes to be a Christmas Scrooge, but how do you keep your holiday spending under control?
Category Archives: Articles
Two pensions better
PORTFOLIO POINT: Why take two pensions instead of one? Because the estate planning ramifications are potentially worth tens of thousands of dollars. Here’s why. It can often make sense to … Read More Two pensions better
Relationship breakdowns can affect all age groups. What are your tips for coping with the financial fallout?
Even without bringing in sex-addict Arnie Becker from LA Law, Generation X is likely to have the costliest and nastiest of relationship breakdowns. Typically, Xers will have some combination of … Read More Relationship breakdowns can affect all age groups. What are your tips for coping with the financial fallout?
Give back your super pension
PORTFOLIO POINT: Looking to adjust your pension mid-year because of market volatility? Here’s a strategy to keep in mind. Super pensions can be a relatively simple affair. Take the value … Read More Give back your super pension
What are the first five questions a person should ask when they visit a financial planner?
Grill a potential adviser like a toasted ham and cheese sandwich. Apply heat and pressure and the good ones will, metaphorically, make your cheese gooey, giving you confidence that they’ll … Read More What are the first five questions a person should ask when they visit a financial planner?
Asset allocation: The DIY option
PORTFOLIO POINT: Super returns? What returns? Here’s how to turn the tables and bounce back. Plus reader feedback to why SMSF contributions have taken a dive. From a super returns … Read More Asset allocation: The DIY option
Group buying websites are sprouting up everywhere. What are your tips for avoiding the traps?
I love modern society. It’s awesome. Everything is immediate. Waiting? B-a-a-h! We can work from home in our Reg Grundies, choose from 10,000 TV channels and video call our overseas … Read More Group buying websites are sprouting up everywhere. What are your tips for avoiding the traps?
Should couples have joint or separate bank accounts? What works best?
Great. Let’s throw some divisive domestic distributions into the mix of these Generations questions. What am I? A marriage counsellor? You’re making me Danny DeVito between Michael Douglas and Kathleen … Read More Should couples have joint or separate bank accounts? What works best?
SMSF inflow eases
PORTFOLIO POINT: Your super contributions have slumped further! What you’re putting in now is down a full one-third on two years ago. Tell me why. What’s the story with your … Read More SMSF inflow eases
Goal setting is important, so what are three key financial goals for your generation?
Be an intergalactic rock/sport/film star. Be as rich as Bill Gates. Then self-implode in a dazzling global media-frenzied meltdown, like Charlie Sheen. Oh, hang on … that was teenage-hood. Have … Read More Goal setting is important, so what are three key financial goals for your generation?