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
Tag Archives: SMSFs
Seven deadly super sins
HEADLINE PORTFOLIO POINT: SMSFs open up a new legal world to trustees – and there’s a lot of rookie mistakes to avoid. Here’s seven of the biggest do’s and don’ts. … Read More Seven deadly super sins
A single pot strategy
PORTFOLIO POINT: If you’re over 50, do you treat your super and non-super assets as two pots or one for asset allocation? Here’s an argument for the singular. Simply, the … Read More A single pot strategy
Super frauds target SMSFs
PORTFOLIO POINT: Could you become a target of a super scam or SMSF fraud? Your SMSF is not safe. Here’s what to look out for. Bees and honeypots. Frauds and … Read More Super frauds target SMSFs
Super property bells ring louder
PORTFOLIO POINT: Property gearing in SMSFs seems to be here to stay, but beware. Plus: Roger Montgomery, I accept your challenge. At the time, it was one of the biggest … Read More Super property bells ring louder
How super is your return?
PORTFOLIO POINT: How well did you do your job as SMSF investment manager last year? You needed to beat 14.81%. Unless you were still bunkered down in the ultra-defensive end … Read More How super is your return?
Multiple funds the answer to taking pension while working
PORTFOLIO POINT: Can your SMSF give you simultaneous pension and accumulation funds? Yes, here’s how. It’s an area many SMSF trustees don’t understand well – even those who might have … Read More Multiple funds the answer to taking pension while working
Why non-concessional contributions pay
PORTFOLIO POINT: Non-concessional contributions have a mighty powerful impact on your super balance for those who make them. You can’t point to too many areas of superannuation that have contained … Read More Why non-concessional contributions pay
Why non-concessional contributions pay
PORTFOLIO POINT: Non-concessional contributions have a mighty powerful impact on your super balance for those who make them. You can’t point to too many areas of superannuation that have contained … Read More Why non-concessional contributions pay
One deadline that’s super important
PORTFOLIO POINT: It’s not too late to get your final contributions into super for FY13. But make sure you don’t get caught on the tricky timing issue. Knock, knock. Who’s … Read More One deadline that’s super important