PORTFOLIO POINT: Non-concessional contributions have a mighty powerful impact on your super balance for those who make them. You can’t point to too many areas of superannuation that have contained any semblance of stability in recent years. But for all the huffing and puffing, changes to the law and threats to do so, politics and […]
PORTFOLIO POINT: Non-concessional contributions have a mighty powerful impact on your super balance for those who make them. You can’t point to too many areas of superannuation that have contained any semblance of stability in recent years. But for all the huffing and puffing, changes to the law and threats to do so, politics and […]
PORTFOLIO POINT: It’s not too late to get your final contributions into super for FY13. But make sure you don’t get caught on the tricky timing issue. Knock, knock. Who’s there? June 30. Oh, bummer. Right, so with less than two weeks to go in this financial year, have you sorted out your super contributions? […]
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 […]
PORTFOLIO POINT: My kingdom for some superannuation certainty! Here’s the first step in a plan to end super’s politics. I think it’s possible that everybody (even politicians) is tired of change in superannuation. Cynicism is growing. Change fatigue set in some time ago. I think that concept is slowly sinking in. Certainly, Labor’s announcement of […]
PORTFOLIO POINT: The coalition’s plans for super will require adjustments to your contributions strategy. Plus, is the new super pensions tax dead? If anyone was in any doubt that superannuation is a political football, then Thursday last week should have ended that. The Coalition’s Budget-in-reply confirmed that no matter how much “fairer” the Government might […]
PORTFOLIO POINT: A year to celebrate the positive whims of the market, sure. But don’t miss putting the cream on the top. With six weeks to go, it’s looking like financial year 2013 is going to be a year of largely pleasant memories for trustees. Certainly not in all respects. It’s been a year of […]
PORTFOLIO POINT: Don’t let your partner’s death destroy your SMSF’s property dreams. Death can be rather inconvenient, particularly if poorly timed. And I’m not talking about the impact on the deceased. Sure, mostly, they aren’t going to be thrilled with the event. But it tends to be rather final and today we’re going to assume […]
PORTFOLIO POINT: Don’t take the chance this new legislation will fail to pass. You need to start splitting super contributions now. There has been a relatively small band of superannuation experts who, in recent years, have continued to push heavily a very unfashionable strategy. The strategy concerned spouse super splitting. It was a strategy that […]
PORTFOLIO POINT: ASIC applies the blowtorch to SMSF property spruikers, with advisers and accountants also feeling the heat. Better late than never. Property spruikers be warned – the consumer watchdog has had enough and a bunch of businesses who thought they were operating outside of the reach of the law are about to get a […]
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