
Following is a list of Portfolios articles published on PortfolioConstruction Forum throughout 2006...
Remember the old saying about two economists having four opinions on economic matters? It reflects the often strange way that profession views the world. Reactions to the 2006 Budget superannuation changes provide the best example of this, with the furore from the left economists regarding unfair tax concessions being matched with a dose of reality today correcting this misperception. So, who is saying what, and to whom? Full Story >
As we saw yesterday in Part 1 of this 2006 Budget analysis, although there has been a removal of limits on lump sum withdrawals (with the RBL limits now consigned to the dustbin of history), this has coincided with the imposition of limits on contributions. The usual plan for making substantial contributions in these last few years pre retirement will be impacted by these new contributions caps. Here we look at strategies to overcome this obstacle... Full Story >
There has been a sea of words written about the 2006 Budget, much of it in the direct retail press, predicting the demise of the financial planning profession, much of it in the vein that super will be so easy, people won't need a planner. But sensible analysis of the 2006 Budget highlights some key benefits and opportunities... Full Story >