Tuesday, April 26, 2016

[Smart Investing] The quest for balance | Taking an after-tax approach | Treating SMSF related-party dealings with caution

 
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  Robin Bowerman
Smart Investing™
With Robin Bowerman
Principal, Market Strategy and Communications





27 April 2016
 
 
 
 
 
 
 
The quest for balance
 
 
 
 
Taking an after-tax approach
 
 
 
 
Treating SMSF related-party dealings with caution
 
 
SmartInvesting
The quest for balance

Balance is something most of us aspire to in many parts of our life - be it work/family time, diet or exercise. The past 20 years have taught us that a balanced approach to investing can help navigate some of the more turbulent times that can confront investors.

 
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SmartInvesting
Taking an after-tax approach

Many investors who are expecting relatively modest long-term returns from their balanced portfolios are likely to place a greater emphasis on efficiently managing the impact of tax on their portfolios.

 
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SmartInvesting
Treating SMSF related-party dealings with caution

Astute SMSF trustees who are contemplating a transaction with a related party - such as member, a member's family or a member's business entity - are likely to first consider gaining professional advice, perhaps from an SMSF specialist adviser.

 
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Plain Talk Guides
 
 
 
Stretch your retirement savings five more years
Susan hely | 15 March 2016
 
Vanguard's global chief executive, Bill McNabb, and Robin Bowerman discuss the importance of keeping fees low on your retirement savings to make them last longer.
 
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