The fallout for the superannuation industry from the calamitous state of investment markets to the end of 2008 continues to worry everyone. The nails of officialdom are being chewed to … Read More Super funds brace for news
Category Archives: Super Secrets Newsletter
Don ‘t rely on dividends
PORTFOLIO POINT: If you’re worried about your funds’ income, listen up. The next couple of months are going to bring some shocks. If 2008 was a “nightmare for capital”, the … Read More Don ‘t rely on dividends
Safe could mean sorry for DIY funds
PORTFOLIO POINT: Feeling spooked about how 2008 will affect your super fund pension? Research shows panic risk reduction is exactly the wrong reaction. A general levy of concern, if not … Read More Safe could mean sorry for DIY funds
DIY to-do list for 2009
PORTFOLIO POINT: Super fund investors will happily ring in 2009. And they won’t be shedding a tear for the departure of 2008. In the worst kind of way, 2008 will … Read More DIY to-do list for 2009
DIY funds’ growth cools
The unconstrained growth of self-managed super funds is about to come to a stunning, but natural, end, according to respected research group Rice Warner Actuaries. The prediction follows a period … Read More DIY funds’ growth cools
Time to move on from cash
PORTFOLIO POINT: It was nice while it lasted and it’s been a wonderful safe haven in a world of financial turmoil in 2008. But super fund investors will have to … Read More Time to move on from cash
It’s RIP for SFI’s
PORTFOLIO POINT: Prolonged and extreme market volatility yesterday killed a traditional DIY super fund favourite, the self-funding instalment (SFI) warrant. The last player in the market, Westpac, is understood to … Read More It’s RIP for SFI’s
CMTs lose some gloss
PORTFOLIO POINT: When banks don’t even know who of their own to trust, how is a SMSF trustees supposed to know where to put their cash? Expect swift action this … Read More CMTs lose some gloss
Thinking cash? Think again
PORTFOLIO POINT: Have you got nerves of steel when it comes to your super fund’s investments? Thinking of switching to cash? Yesterday’s rate cut should put a dent in that … Read More Thinking cash? Think again
Looking cashed-up
PORTFOLIO POINT: Almost uninterrupted turbulence in global investment markets had no impact on the growth of DIY super funds. In fact, they might have fertilised it. SMSF trustees started out … Read More Looking cashed-up