SUMMARY: Time to start considering some tax planning after another good run for shares. So let’s revisit in-specie transfers to your SMSF. There was a time, fairly recently, when SMSFs trustees were considered liars and frauds in the eyes of the government (and the Treasury). At least in regards to the in-specie transfer of assets […]
SUMMARY: The power wielded by Australia’s SMSF sector is growing. Will we use that power wisely, or just in individual self-interest? When it comes to throwing its weight around, there is one super fund that can put quakes and quivers into the spines of board directors globally. CalPERS, the California Public Employees’ Retirement System, can […]
SUMMARY: Here are nine steps to get your SMSF ready for whatever’s ahead in 2014. In life, you can look forward or you can look back. But it usually pays to do a bit of both. While the final results aren’t in yet for calendar 2013, it was a fine year for investors and self-managed […]
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PORTFOLIO POINT: Eureka readers respond: “We’ve had enough of equities. We want security of return, not higher returns.” It wasn’t unanimous, but the consensus was certainly overwhelming. Eureka Report readers, specifically SMSF trustees, have had enough – for now, at least – of the “cult of equities”. Given the choice of a stable, middling return, […]
Every great bubble story comes with its own disastrous crash landing. And when it’s the stock market, it’s so often carnage of the mid-air jumbo jet explosion variety. Debris and casualties strewn over thousands of hectares, tens of thousands of lives impacted, plans changed forever, general fear and panic. Don’t think Flying High. This is […]
In the next 12 months, a Brazilian transexual will win Eurovision, Tanzania’s swim team will scoop the pool in London, I will make the next Who magazine’s “sexiest people” list … and the world’s financial markets will get a freakin’ grip on it and come to their senses. The first three have a chance of […]
Rate cut party in … da … house! Woo-hoo! There’s nothing like the smell of a rate cut as you’re heading into winter. The Reserve Bank has just deposited a huge wad of money into your pockets. Thanks Guv’nor Stevens! Nice guy to shout all us struggling homeowners a drink, ain’t he? Not so fast, […]
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