(03) 9020 2905Simple answer. But the problem is that insurance is the “great grudge purchase”. So, let’s set the scene. Gen Xers are at an exciting, if exhausting, life stage. Marriage, mortgage … Read More “What is the most important insurance for your generation to have and why?”
Category Archives: Articles
Death and taxes
PORTFOLIO POINT: If you don’t know what day you’re going to die, a little forward planning for your super assets is an imperative. When the Howard Government made super tax … Read More Death and taxes
“Nobody likes to lose money. What are the biggest financial rip-offs we should watch out for?”
You only want to hear “Come in spinner!” when you’re having a once-a-year flirt with an ANZAC Day two-up school. But every day, people are stalking you, trying to catch … Read More “Nobody likes to lose money. What are the biggest financial rip-offs we should watch out for?”
How does your SMSF measure up?
PORTFOLIO POINT: The stats to June 30 are finally in. Today, rate your own performance as an SMSF investment manager for FY2010. For the first year in three, most super … Read More How does your SMSF measure up?
“When a family member suffers financial problems, what do you do? Compassion or tough love?”
How wealthy am I pretending to be? JR Ewing loaded? Mother Theresa poor? Or a mixture of Dan Akroyd and Eddie Murphy in Trading Places? The point being, if you’re … Read More “When a family member suffers financial problems, what do you do? Compassion or tough love?”
PORTFOLIO POINT: An election looks imminent. Labor’s “super plan” is taking shape. Here’s what you need to know. The dust is slowly settling on Labor’s blueprint for superannuation. None of … Read More
“What is the most memorable piece of share market advice you’ve heard and why?”
There’s always an “it” toy at Christmas – the toy that trendoids simply have to get their children. It was Tickle Me Elmo one year. Inevitably, stores run out. Disappointed … Read More “What is the most memorable piece of share market advice you’ve heard and why?”
Cooper’s wrong assumption
PORTFOLIO POINT: We can only hope large parts of Cooper’s Super System Review are treated just like most of Ripoll and Henry – vastly ignored. There’s something fundamentally wrong with … Read More Cooper’s wrong assumption
“Mistakes on tax returns can prove costly. What was your biggest tax time mistake?”
I don’t think I’ve made any huge tax-time mistakes. I’m fanatical (my wife says “anal”) about filing receipts. When I started my first full-time job, I hadn’t done my returns … Read More “Mistakes on tax returns can prove costly. What was your biggest tax time mistake?”
A simple way to lift SMSF returns
PORTFOLIO POINT: Cash is fighting back as an asset class. What sort of strategy do you have for your SMSF’s cash holdings? There’s no need to give an SMSF trustee … Read More A simple way to lift SMSF returns