Monthly Archives: May 2011

Year End tips for SMSF – Self Managed Super

The year is nearly closed again and there are several things to watch and do before 30 June hits. Concessional Contributions Caps – With the limits on tax-deductible concessional contributions scheduled to fall to $25,000 from July 1 next year, after-tax non-concessional contributions are … Continue reading

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Franking Credits – Their Value in Self Managed Super

Franked income, such as franked dividends and in some cases trust distributions, can offer significant advantages when managing your self managed super fund (SMSF)s tax liability.  It is another example of the benefit of taking control of your super with … Continue reading

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“My Business is my Super” say most Small Business – but what is the risk?

Most small business plan retirement based on their business to sell – I have provided administration and bookkeeping to many small businesses for over 10 years and confirm the strategy for most has been that their “business will be my super“. … Continue reading

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Excess Contributions in Self Managed Super

The recent May Budget from the Australian Federal Govt. has tried to address excess contributions (over allowable limits). Some groups such as SPAA, and ASMA have concerns.. Reporting at Advisor Voice: SPAA believes measures do not go far enough and … Continue reading

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CGT tax now on Shares in Self Managed Super

Buying and selling shares will have new handling rules with Capital Gains Tax applying in super funds and SMSFs. Shares will be treated as Capital items rather than trading stocks in SMSF’s. The changes apply from 7:30pm May 10 2011. Matt … Continue reading

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The Federal Budget – What is there for Self Managed Super Funds?

Much commentary has come after the announced Federal Budget. Here are some excerpts – Impact of the Federal Budget for SMSFs Aaron Dunn gives a great summary of the key changes – For self-managed super funds and the superannuation industry, it … Continue reading

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Financial Health of a Company

The Financial Health of a company is measured by many factors, (or financial ratios) not just one or two. It involves a minimum of a dozen ratios (calculations comparing one value to another­­). For example the amount of debt (debt divided … Continue reading

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