Unlocking your wealth potential
Many executives run their companies better than their own finances, and while they’ve got the means to create substantial wealth, some spend most of what they earn and feel trapped in jobs that finance their lifestyles but don’t always satisfy. However, help is at hand.
Six ways to beat the taxman
Tax-minimising strategies are right under your nose. They’re widely available, legal and can make a significant difference to your overall wealth.
Investment fraud a ‘significant threat’ for Australia
The Australian Crime Commission says it is developing prevention and intervention measures to harden Australia against the emerging threat of organised investment fraud.
Wealth management heavyweights court SMSF trustees
Tired of trying to fight the rising tide of do it yourself superannuation investors, wealth management giants are trying to befriend SMSF trustees through a range of new products and services.
Meet the wedding planner
Fiona Deans-Dundas, the founder of Couture Wedding Planning, is happy to miss a holiday if it means helping others have the perfect day.
Big, brash houses selling at a discount
The nation’s biggest, boldest and brassiest suburban palaces selling for more than $10 million are lingering the longest on estate agents’ books.
Winery dreams can soon turn sour
Holidays can do weird things to people, such as filling them with romantic notions of owning a winery. But it’s a lot harder than it looks.
What the charts predict for the market in 2014
For many investors, ‘The Charts’ contain all you need to know about the next big move in shares, bonds, currencies and commodities.
Life expectancy a ticking time bomb for household savings
Sally Patten | The downside of increased life expectancy is that it needs to be funded – preferably self-funded.
Superannuation sledging bound to step up a notch in 2014
James Frost | Australian Super’s watch list of macro-economic events includes quantitative easing, the global recovery and domestic rebalancing, but it’s missed an even more likely development.
The thousand-dollar fines you’ll get for breaking the SMSF rules
About one in 60 SMSFs breaches the rules each year to an extent where it is dobbed in to the ATO.
How to write an investment strategy
Like virtually every aspect of do-it-yourself superannuation, the investment side has its own rules and regulations. Before making any investments, for instance, trustees are expected to prepare a written strategy that sets down how they plan to invest the fund’s savings so it meets the objectives of providing members with financial support in retirement.
Watch out for the days of reckoning
Keeping an eagle eye on important dates as the year unfolds is a smart strategy. Some key dates can apply to anyone with a do-it-yourself fund, while others are more relevant if you’re a particular age or pursuing a specific strategy.
Super trust deeds a holiday must read
A reality of do-it-yourself superannuation is that few trustees are aware of how important it is for them to have a better understanding of their fund’s trust deed than most actually have.
