(03) 9020 2905PORTFOLIO POINT: Loaded up on Australian shares and cash in your SMSF? As a trustee, you’re not alone. But take a peek at what you’ve been missing out on. It … Read More Leave the comfort zone
Category Archives: Articles
“Financial planners often talk about risk profiles. What are they on about, and how do I measure mine?”
Got any daredevil in you? A little bit Evel Knievel, flying high on motorbikes? Or would you feel more at home in the engineering department at Volvo during their 80s … Read More “Financial planners often talk about risk profiles. What are they on about, and how do I measure mine?”
Super’s eight point checklist
PORTFOLIO POINT: June 30 is fast approaching. But you’ve still got time left to maximise your superannuation entitlements. Aaargh! It’s the end of May! Grand final time for superannuation. Starting … Read More Super’s eight point checklist
“Inheritances: When is it a good time to starting thinking about who will get yours?”
What do you care if you’re dead? Instead, let me give you a plan to make money from death. Talk your way into other people’s Wills! Be nice to Aunt … Read More “Inheritances: When is it a good time to starting thinking about who will get yours?”
Cut the risk, not the income
PORTFOLIO POINT: Winding back the risk in your SMSF by switching from equities to bonds? Not so fast! It’s taken as a given in the investment world that the older … Read More Cut the risk, not the income
“It’s wonderful to build your wealth, but how do you make sure you keep it?”
Huddle in, Xers. Logically, this isn’t a question aimed at us. Well, at least not the second half. Only the oldest Gen Xers – in their mid to late 40s … Read More “It’s wonderful to build your wealth, but how do you make sure you keep it?”
Common sense prevails on caps
PORTFOLIO POINT: A fix for accidental over-contribution errors in last night’s budget doesn’t mean a free pass. Here’s a must-know guide to the contribution rules. A win for Eureka Report … Read More Common sense prevails on caps
“Balancing a household budget can seem like trying to run a country. How do you simplify it?”
My late Uncle Mick was the laziest organism in our solar system. Slugs worked harder. Faced with choices, he always took the easiest option. Mick had a saying for dealing … Read More “Balancing a household budget can seem like trying to run a country. How do you simplify it?”
Should you shift that house?
PORTFOLIO POINT: Does it make sense to sell non-super investments, put the money into super and then repurchase? Let’s take a look at the numbers … If you own investment … Read More Should you shift that house?
“Which generation is the best at investing their money, and which is the worst?”
Let me start calling out some spades. The world-wide market crashes that preceded the GFC are the most recent exam sat by investors. Who failed and who passed? Gen Y: … Read More “Which generation is the best at investing their money, and which is the worst?”