(03) 9020 2905PORTFOLIO POINT: I give up. If you know what’s happening with concessional contribution limits, email me. To quote comic legend Rowan Atkinson playing the pastor addressing his flock in 80s … Read More Contributions capers: Another year, another change
Category Archives: Eureka Report
Busting the super reforms myths
PORTFOLIO POINT: Let’s bust a few myths about the real losers of last week’s high-end super tax grab. One week out from the new changes to super and the uncertainty … Read More Busting the super reforms myths
SMSFs in Labor’s super sights
PORTFOLIO POINT: Sticky fingers reaching for the super pie again? If it’s true, they’re after YOU. You might not think you are “fabulously wealthy”. But what is that anyway? We … Read More SMSFs in Labor’s super sights
Understanding property investments in your SMSF
PORTFOLIO POINT: Question overload at this week’s Eureka Report SMSF property webcast. Here’s a collection that time didn’t allow us to get to The well of interest in property in … Read More Understanding property investments in your SMSF
Super pension shift can make tax sense
PORTFOLIO POINT: Considering how to protect recent gains? Some trustees might benefit from a shift to a super pension. Stock markets seem to be getting choppy, following a largely stellar … Read More Super pension shift can make tax sense
ATO upgrades its DIY super weaponry
PORTFOLIO POINT: New, and broader, penalties for naughty SMSF trustees arrive on July 1. Why is this a good thing Who’s been a naughty boy then? The arsenal available to … Read More ATO upgrades its DIY super weaponry
Property investing for dummies: Lending lines for DIY funds
PORTFOLIO POINT: Adding a negatively geared property to your SMSF can provide an extremely low-tax environment, even for accumulation SMSFs. As SMSF trustees, we pride ourselves on our thirst for … Read More Property investing for dummies: Lending lines for DIY funds
I’m a SMSF trustee. And I vote
PORTFOLIO POINT: Watch out, Canberra. The army is growing. Annoy them at your peril in this election year. With due deference to Paul Hogan (who was talking about knives in … Read More I’m a SMSF trustee. And I vote
The mechanics of DIY gearing
PORTFOLIO POINT: Debt, as an investment tool, is staging a comeback. Here’s how trustees prepared to up the risk can potentially rebuild battered SMSF balances. Debt is roaring back onto … Read More The mechanics of DIY gearing
Growth or income? It’s a taxing issue
PORTFOLIO POINT: Are you targeting income or growth? And why? Here’s how tax impacts that choice in the longer term for SMSFs. The market’s on the move. It has been … Read More Growth or income? It’s a taxing issue