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Tag: Share market

An in-specie backdown

PORTFOLIO POINT: Death of the death of the in-specie transfer ban? A Government backdown is a surprise boost for SMSF trustees. If there’s a saint of self-managed superannuation trustees, then she’s just delivered on one of your prayers. And it’s a biggie. In-specie transfers of assets into your super fund are, it would appear, back […]

Busting the super reforms myths

PORTFOLIO POINT: Let’s bust a few myths about the real losers of last week’s high-end super tax grab. One week out from the new changes to super and the uncertainty as to how everything will really work is no less confusing. There are way too many questions that need to be answered. For that, we’re […]

Super pension shift can make tax sense

PORTFOLIO POINT: Considering how to protect recent gains? Some trustees might benefit from a shift to a super pension. Stock markets seem to be getting choppy, following a largely stellar run since the middle of last year. After months of gradual rises, the last few weeks has seen daily movements turn jittery again. A big […]

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 […]

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 […]

Memory loss affects some Generations more than others. What key things do investors often forget?

You know, I know where this question wants us to go. But I’m just not sure that it’s right. The obvious answer? “They forget about the unbreakable relationship between risk and reward. And they forget about pain.” But is it forgetting, if you’ve never experienced it before? Every time a stock market really, really soils […]