(03) 9020 2905PORTFOLIO POINT: There has been a ferocious shift to defensive assets in recent months. Are you leading, following, or ignoring the trend? In a few days – November 1 – … Read More DIY fund’s deft footwork
Category Archives: Articles
Capital gains tax can cost investors tens of thousands of dollars, so how can you minimise it?
Here’s the more important question … oh, Capital Gains, WHEREFORE ART THOU? You’ve been gone too long! We miss thee. We’ve learned our lesson. All is forgiven. Please come back! … Read More Capital gains tax can cost investors tens of thousands of dollars, so how can you minimise it?
Make the most of CCs
PORTFOLIO POINT: Concessional contributions are the base of super. Current rules mean your contribution limits are wasted if you don’t use them each year. Are you making the most of … Read More Make the most of CCs
New financial scams are being developed at a disturbing rate. What are the most dangerous scams for your generation?
Seriously? Trick question, right? There is only one “scam” almost universally common to Gen Xers. The most disturbing of them all. Tin lids! Kids don’t just vacuum your wallet empty … Read More New financial scams are being developed at a disturbing rate. What are the most dangerous scams for your generation?
How can you choose the right time to invest in the share market?
In the voice of Mr Miyagi from Karate Kid: “Aaah, editor sage like Buddha! One question asked. Two questions posed.” The first question: “How do you time the share market?” … Read More How can you choose the right time to invest in the share market?
Diamond in the guff
PORTFOLIO POINT: Parliament House was filled with enough hot air to nearly see it float off like a hot air balloon during the tax summit. Buried deep, however, were some … Read More Diamond in the guff
Budget black holes can destroy a household’s finances. How do you find out if you have one?
Oh, too easy, Batman! When outgoings are more than incomings … when you work harder and harder every month, but still go backwards … when your credit card has that … Read More Budget black holes can destroy a household’s finances. How do you find out if you have one?
In specie transfers in the frame
PORTFOLIO POINT: Farewell in-specie transfers to super? The government has just labelled some SMSF trustees “liars” and “frauds” over in-specie super contributions. And here’s what they’re going to do about … Read More In specie transfers in the frame
What are your top three tips for slicing $50 from your weekly household budget?
Easy! Live like a slob recluse! Ditch cleaning products ($5) and petrol to get to work ($30), because you won’t be going. Now, as you aren’t going to be seeing … Read More What are your top three tips for slicing $50 from your weekly household budget?
Tax man spells out SMSF house rules
PORTFOLIO POINT: The Tax Office has put some meat on the bones of “repair” and “improvement” versus “new asset” regulations for geared property in super. And the news is good. … Read More Tax man spells out SMSF house rules