June 30, 2020
Super traps and opportunities for the new financial year
Key point: You should plan around any key birthdays in fiscal year 2021 to make…
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September 25, 2019
Dual SMSF investment strategy that ticks all boxes
Key point: Your DIY fund's approach to diversification needs to act a benchmark for your…
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August 7, 2019
Investing Insights: Flying above the danger zone
Below is our latest correspondence to clients. When there are big moves in markets,we communicate…
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July 31, 2019
How to pass on your SMSF wealth effectively
Key point: Smart self-managed superannuation fund estate planning ensures your wealth is passed to your…
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July 3, 2019
Time for a portfolio fine-tune
Great investing ideas and portfolio management are different skills. Both are important but the latter…
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June 6, 2019
Why politicians need to understand the true nature of SMSFs
Digging behind ATO statistics shows mum and dad trustees are more likely to have less…
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May 16, 2019
Great wall of debt & China finding its place in the world
Have you wondered why Huawei is always in the news? Wonder no more. We also…
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May 6, 2019
Industry funds’ DIY options could help you keep franking credits
Key point: Own shares through an SMSF and concerned about losing revenue on them? There's…
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April 9, 2019
Complexity helps justify fees
Like the Wizard of Oz, as long as financial players can can hide behind complexity,…
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March 10, 2019
Top 100 SMSFs control $8 billion
The Australian Taxation Office has a self managed super fund top 100. Among its greatest…
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Our recent tweets
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I'm just gonna keep this on my desk for the next few months to see how well this heading & attitude ages. https://t.co/Vv2YyaaIxn
