Wednesday, March 29, 2017

[Smart Investing] A realty check for accessing super early | Your first SMSF portfolio | Coordinate to get the most from super changes

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

30 March 2017

 

Robin Bowerman
In this edition
A realty check for accessing super early
Your first SMSF portfolio: Don't overlook fundamentals amid super changes
Coordinate to get the most from super changes
 
Smart Investing
A realty check for accessing super early
As the dream of home ownership continues to recede further into the financial distance for younger Australians in our major cities, it is not surprising that the public debate about levels of housing affordability is increasing in volume.
Read more
 
Smart Investing
Your first SMSF portfolio: Don't overlook fundamentals amid super changes
New SMSF trustees face something of a double challenge in 2017-2018: Coming to terms with the long-standing fundamentals of having your own fund together with the biggest changes to super in a decade.
Read more
 
Smart Investing
Coordinate to get the most from super changes
The imminent arrival of a limit on super tax-free pension accounts together with lower contribution caps is likely to have the unintended and positive consequence of bringing more couples closer together when it comes to their investment strategies.
Read more
 
Tools and Calculators
 
 
You get what you don't pay for
Robin Bowerman | 23 March 2017
Robin Bowerman discusses how paying more to chase outperformance will likely be a self-defeating exercise.

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