PORTFOLIO POINT: The countdown to 30 June has started. Here’s your SMSF preparation checklist to make the most of this year. While superannuation isn’t a race, there are aspects of it that take on great urgency at times. And, for those who run their own SMSF, that’s especially true. Leaving everything to the last minute […]
PORTFOLIO POINT: The countdown to 30 June has started. Here’s your SMSF preparation checklist to make the most of this year. While superannuation isn’t a race, there are aspects of it that take on great urgency at times. And, for those who run their own SMSF, that’s especially true. Leaving everything to the last minute […]
Implement previously rehearsed emergency tactical diversion techniques. This is not a drill. This situation is live! Go to the bathroom. “Sorry, I’m off. It’s washing night.” Wander off to order another drink. Pretend your mobile is ringing (on silent). Look at your phone and exclaim “Oh, my God! I’ve got to answer this text!” “Wow, […]
PORTFOLIO POINT: Lies, damned lies and statistics. Selective quoting of stats won’t make ACOSS a friend of SMSF trustees. Today I’m going to declare an “enemy” of self-managed super funds. This doesn’t happen often. Sometimes, some people, or some organisations, start proposing changes that would so fundamentally impact on your interests, that I feel compelled. […]
PORTFOLIO POINT: It’s not quite as simple as “insert pension, press play”. So how do you “flick on” a pension in your SMSF? Pensions are, literally, what super is all about. The provision of retirement benefits is numero uno on the definition of superannuation’s sole purpose test. It’s the end game. But it’s an end […]
PORTFOLIO POINT: Have your cake and eat it too – combining salary sacrifice with a transition to retirement strategy. “Hey Dad, there’s some bloke here at Eureka Report who reckons there’s a super strategy that allows you to both have more money in your hand each month AND still get more money in your super […]
PORTFOLIO POINT: Share the SMSF love. Taking a joint perspective to contributions strategies can be far more effective. Building your superannuation nest-egg can be a lonely challenge, not unlike trying to climb Mt Everest. Sure, you can surround yourself with committed like-minded people. But you’d better believe they will order you back down with a […]
PORTFOLIO POINT: There’s nothing average about SMSFs. But what’s interesting is how much the really big SMSFs throw out the averages. The chasm between SMSFs and managed fund super is, literally, light years. They’re in different leagues. It’s like putting up Muhammad Ali in his prime against … well, me, now. SMSFs are lean machines […]
© 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.