(03) 9020 2905SUMMARY: How much super should I have now for someone my age? Here’s a starting point – by 50, you should have 3.5 times your current salary. “I’m X years … Read More The biggest super question of all
Category Archives: Eureka Report
Joint SMSFs: No such thing as “ours”
SUMMARY: One SMSF – many accounts. Why your SMSF has “yours” and “mine”, but no “ours”. It’s time to bust a myth about SMSFs. Perhaps it’s more misunderstanding or misconception … Read More Joint SMSFs: No such thing as “ours”
Super changes: Preparing for the expected
SUMMARY: While complex changes to super have been ditched, there’s no word on increasing concessional contributions limits. And, to be sure, don’t hold your breath. The wording of the Coalition’s … Read More Super changes: Preparing for the expected
Six tips for your pension shift
PORTFOLIO POINT: A change in investment styles as you shift to pension? Here are six things to consider. An important positive about tax rules is that they are largely don’t … Read More Six tips for your pension shift
The great super release
PORTFOLIO POINT: Accessing your super – a guide to the main ways you can start receiving a super income stream I received a panicked phone call from a Eureka Report … Read More The great super release
Super duo strategies to cut tax
PORTFOLIO POINT: Uneven incomes in your couple? And at least one of you is considering a pension? Here’s a strategy for you. Money is, from the results of most surveys, … Read More Super duo strategies to cut tax
Why compulsory annuities won’t suit SMSFs
PORTFOLIO POINT: The spectre of compulsory super annuities is increasing. And I don’t think SMSF trustees will be too thrilled. A considerable number of voices believe it’s one of the … Read More Why compulsory annuities won’t suit SMSFs
SMSF property: Understand the risks
PORTFOLIO POINT: SMSF and geared property is white-hot news. So, let’s not lose sight of a few of the dangers. I’ve never seen anything like it. And I’ve been writing … Read More SMSF property: Understand the risks
Inside ASIC’s SMSF push
PORTFOLIO POINT: ASIC will make it tougher for industry professionals to push clients down the path of opening a SMSFs. The snowball in the numbers of SMSFs and the associated … Read More Inside ASIC’s SMSF push
A tax take on pension fund investing
PORTFOLIO POINT: If you no longer had to pay tax, would it change the way you invested? Taxation distorts decision making when it comes to investments. Taxation distorts a lot … Read More A tax take on pension fund investing