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Tag: investment strategies

Age is no barrier to building wealth, but how do you work out the best investments for your age?

THPPPPT! Wealth? Are you serious? Gen Xers are supposed to do that … how? We’re getting married, saving deposits, replacing those savings with monster mortgages, preparing for and then raising midgets, often on one salary … Creating wealth is possible for my generation. Not. Actually, Gen Xers, they’re excuses. And they’re pathetic, like the recent […]

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 the agenda for SMSFs, as a happy confluence of investment triggers push trustees into mindsets of considering more risk. Virtually zero real cash interest rates, […]

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 now for around eight months. And for those who have been invested, it’s made for a pleasant change. Over nearly five years of chaos on […]

Paying your dumb debts first can save you thousands

I’m feeling an arctic breeze blowing through my world, but I can’t hear the “Happy Feet” tapping of penguins. I’m feeling a little vulnerable, a little skittish. Actually, I’m feeling a little like Tinkerbell. Peter Pan warned the kids that if Jane stopped believing in fairies, “Tink’s light’s gonna go out”. She’d just plain disappear. […]

Inside Labor’s super wealth tax plans

PORTFOLIO POINT: Labor is planning a major tax slug for super members who are a little above average. If you’ve got $1 million in super, you must read this. I accept that I can be a bit of a cynical bugger. It becomes ingrained with a few decades of journalism under one’s belt. So I […]

Seven super tips for 2013

PORTFOLIO POINT: Take a moment to be thankful for returns in calendar 2012. Now, focus on what you need to do in 2013. In recent years, it’s been rare that SMSF trustees have had so much to be pleased with when it comes to performance. And returns in 2012 were something to put a smile […]

This useless fluff is unlikely to deliver the goods

I feel like Homer Simpson at this time of year. Um, actually, maybe “I look like” Homer Simpson. After 25 Christmas parties in 25 days, I can’t see my belly button. I’ll tackle that in January. What I need help with is … what is that thing in my navel? Is it just useless fluff? […]

Not everyone is cheering about interest rate cuts

Newton’s Third Law of Interest Rates: “For every cheer, someone sheds a tear.” I know, there’s no such thing. Sir Isaac was no economist (the dismal science). He was a physicist (something that deals in relative certainty). But you could convert all three of his laws of motion into equally accurate money rules. Most notably […]