SMSF – Roadmap to Successful Share Investing

Distilling the core issues of share investing for SMSF trustees and other Investors

Self-managed super funds (SMSF) need to have a strategy to make sound investments. There is no need to be scared of shares, as simple tools and formulas tell you whether a company is financially healthy. And that is what we are looking for. Learn sharemarket-savvy skills to empower people to rebuild their super from the languishing lows of the Global Financial Crisis.

This workshop will be a 2 & 1/2 hour explanation of how to find healthy companies, what tools and ratios to use including how to get better outcomes. 

Included in the workshop will be:

  • Company Reports Simplified – Gain an easy understanding of Company Financial Statements and how to read them
  • Superior Management – is measured by formulas (simple ratios or Key Indicators (KIs)) – learn how to calculate them – which are important and why? Eg Calculate Debt to Equity from the Balance Sheet yourself, and know why it is important. What is Return on Investment and what are we looking for? But a couple of KIs are not enough, and further 8 more KIs will be explained and analysed
  • Financial Health – along with KIs we need an overall health indicator – how do we measure it?
  • Where do we get the data on companies, and how do we analyse and sort it?
  • See all shares on the ASX with their ratios and health, sorted to find those that pass as many KI’s as possible
  • You keep List! (worth $495) – take home the list of the top companies with the top Superior Management KI’s from the recent reporting period, that takes days of work to compile
  • Question and Answer time with Tom our Private Client Broker, Jim our Share Investment Coach and Paul Humphreys SMSF Compliance Assurance Administrator

Even if you don’t have an SMSF and want to learn about share investing, or improving your knowledge, this is for you.

 BONUSES for attendees

  • Glossary of Investment Terms – 20 pages with all main terms, a reference guide to keep
  • DIY Expert Guide to Investing – From the basics to advanced

 Dates/Bookings – CHOOSE one that suits you
Friday, 4 May 2012, 9.30am – 12.00pm    OR
Saturday, 5 May, 9.30am – 12.00pm       OR

Tuesday, 8 May 6.30pm – 9.00pm (evening)
Brentwood Park Neighborhood House
21A Bemersyde Drive, Berwick VIC 3806 (5 min off the Monash Freeway, second Berwick turnoff for Monash Uni)

$35.00 per person, includes Top Financially Healthy Share List ($495), refreshments, Bonuses

 For enquiries Phone:   0407 361 596, Paul Humphreys, or

To Book click this  


About SuperBenefitnews

Self-Managed Superannuation Service Providers in Australia. SuperBenefit provides a wholistic SMSF assistance, education and administration service continuum - 1. “assistance” is help of whatsoever nature where our overall SMSF experience and knowledge enables us to provide assistance/help without any legal (or “license”) limitations. 2. “education” involves providing knowledge through teaching, coaching and mentoring about all matters SMSF, including (but not limited to) investment issues such as equities and property, 3. “administration” encompasses all admin aspects of legally required SMSF trustee and member record keeping including (but not limited to) audit and ATO matters. In keeping with our key point that SuperBenefit does not provide Financial Advice, where issues arise from 1, 2, and/or 3 above Indicate a need for a legally authorized provider (such as a Financial Adviser) and the client does not have their own service provider, the client can utilize SuperBenefit’s ‘Connect Assist’ … SuperBenefit, in itself, does not provide Financial Advice, but it does provide the wherewithal for great SMSF service. WE do not provide Financial Advice or any other service that requires a legally authorized provider. However, where such advice or service is required we have our ‘Connect Assist’, a SuperBenefit resource we use to connect clients to a Licensed Advisor or other legally authorised service provider. Call us 0407 361 596, no obligation FREE Connection call to see how we can help you!
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