Welcome to Portfolio Financial Strategies.

Category: Super

Super Splitting

Women are just as likely as men to say they are going to invest for the future but it is taking the plunge that sets the genders apart when it comes to taking money matters into their own hands.

Why self-manage your super?

When it comes to superannuation, there are two types of people – those who find it all “too hard” and don’t give it the attention it deserves, and the growing group – those who want to take complete control of their super by setting up a Self Managed Superannuation Fund (SMSF). But what does “take […]

Gearing your Super

Financial services must tie these three factors together – customer experience, best practices and reliability/responsiveness – to have an effective web presence. They can’t go hard into one particular area and ignore the others. They have to understand what’s available versus their competitors, what consumers think of their sites versus competitors’ and how their sites are performing.

Who gets your super?

Who decides what happens to your superannuation savings when you are not around anymore? You may think that you do, but that isn’t always the case. The ultimate decision may be made by someone you don’t even know – the trustee of your superannuation fund. Let’s look at how you can have greater control.