PORTFOLIO POINT: With Labor confirmed in government, here’s an interesting piece of research about the potential impact their retirement and super policies. Sometimes, a survey that has little to do with you, or your situation, is worth reading. Just because it gives you a “big picture” insight into what’s going on outside our own little […]
PORTFOLIO POINT: Dividends are on the rise again, which is handy, because the market has done squat for 12 months. What’s the value in a franking credit for a SMSF? For several decades, the word “frank” only ever conjured up Michael Crawford playing the hapless and accident-prone Frank Spencer in the 70s British comedy Some […]
PORTFOLIO POINT: Want to cash out of a few profitable investments, but fear the capital gains tax? Here’s how you can reduce the burden with super. There tends to come a time in many people’s lives when they begin to wish they’d made more of their investments inside super. The introspection is often related to […]
PORTFOLIO POINT: Regulatory risk fatigue is a major factor in why you’re putting less into super. But some of you want me to “Stop encouraging the whingers, Bruce!” If ever I needed proof that SMSF trustees and Eureka Report readers are not a homogenous bunch with the same interests and needs, then it was provided […]
PORTFOLIO POINT: Contributions to SMSFs are down dramatically and your verdict is in – Labor’s attack on “wealthy” trustees is responsible. And you’re very angry. Here’s what you said in response to my request for information. When the federal Labor government delivered its second budget, on May 12, 2009, it contained a set of changes […]
PORTFOLIO POINT: Why did SMSF super contributions plummet in FY2010? Plus Labor exercises good sense in ignoring Cooper’s arts ban recommendation. Okay, hands up if you increased contributions to your super fund in FY2010, compared to FY2009. Not too many. According to the results of a new survey, super contributions slumped by 22% in the […]
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 free for the over 60s, it might have appeared like all you had to do was reach that age and everything from that point was […]
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 fund members and trustees won’t have to close one of their eyes when they see the performance of their super fund. Unless you took a […]
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 it has been legislated and if Gillard doesn’t retain government at the next election, it will probably largely amount to naught. So, it’s seeming like […]
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 Jeremy Cooper’s review and recommendations into Australia’s superannuation system. And it’s something that every reader of Eureka Report (but particularly this column) should understand. The […]
© Bruce Brammall Financial 2009 -2025
Bruce Brammall Financial Pty Ltd as trustee for the Castellan Financial Consulting Unit Trust is an authorised representative of Sentry Advice Pty Ltd (AFSL number 227748). Bruce Brammall Financial Pty Ltd as trustee for the Castellan Financial Consulting Unit Trust is not authorised to provide credit services. All credit and mortgage services referred to on this website are provided by Bruce Brammall Lending Pty Ltd (ACL number 448881). The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Bruce Brammall Financial will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.