Monthly Archives: August 2011

Free Seminar – Self-Managed Super Fund Roadmap for Business Owners

Self-managed super funds have become increasingly popular amongst investors, particularly with small business owners. This SuperBenefit workshop (as part of Casey Business week) will be a two-hour expose of everything a small business owner needs to learn about self-managed super funds … Continue reading

Posted in SMSF Info, News & Stats, SMSF Investing, SMSF Seminars | Leave a comment

Over 50’s Concessional Caps

For over 50’s there are new proposals for the concessional contribution caps now is, and will be, for over-50s with over $500k in super? Briefly, the current and proposed rules are: Until 30 June 2012, the concessional contributions cap for … Continue reading

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MASTERCLASS – Share Investing Fundamentals – Return On Equity – ROE

Return on equity (ROE) is one of share investing fundamentals and reveals how much profit a company earned (the return) in comparison to the total amount of shareholder equity found on the balance sheet. Shareholder equity is equal to total … Continue reading

Posted in Investing - Stock Fundamentals, SMSF Investing | 3 Comments

Will a Member Death mean Large Taxes in an SMSF?

Recent news about a new draft tax ruling that self managed super funds (SMSFs) could face retrospective tax bills on the death of a member are throwing estate planning arrangements into array, reporting that the extra taxes must be paid … Continue reading

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