Monthly Archives: February 2013

SMSF Basics – How does an SMSF compare to other super funds and are there different types?

The difference between a self managed superannuation fund and other types of superannuation funds is that members are also trustees, or directors of a corporate trustee. This means they control the investments of the fund, the payment of their benefits … Continue reading

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Call for Certainty and Stability for Superannuation by the Federal Opposition

  The Federal Opposition has called on the Minister for Financial Services and Superannuation, Bill Shorten, to commit to “certainty and stability for superannuation”. Shadow Minister for Superannuation, Senator Mathias Cormann, has said that taxes imposed by the Labor government … Continue reading

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Masterclass – SMSF – Collectables and Other Assets – Keep it Legal

Collectables and other assets aren’t a large proportion of the assets that SMSF’s invest in, actually less than 3% of total SMSF assets, as the ATO reports see here. If considering collectables, you must keep it legal and be aware … Continue reading

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SMSF Investment Choices are Moving from Cash to Direct Property and Shares

  SMSFs have a wider choice of assets to invest their super money in – one of the benefits of running your own self-managed super fund (SMSF), and the current trend shows investment choices are moving from cash to direct … Continue reading

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CASE STUDY – Woman in Her Late 60’s Needed More than Small Talk

She was a single mum since her child was a few years old. Her husband was unsupportive and grew more and more distant and uncaring and then left them. Now in her late 60’s, what she needed was more than … Continue reading

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Leave Super Alone – Financial Services Council

All Australian political parties have been told to leave Superannuation Laws alone by the Financial Services Council, which said that the industry has ‘had enough’.  Financial Services Council Chief Executive, John Brogden, this morning hit out at politicians, saying: “We … Continue reading

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MASTERCLASS – ROA – Return on Assets

In our Masterclass today we look at Return on Assets – ROA, which is a ratio (one figure divided by another) measuring the profitability of a (non-financial) firm, expressed as a percentage of the operating assets – ie comparing profit … Continue reading

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