Monthly Archives: July 2013

News – Self-Managed Super Investment Moves Slowly Out Of Cash

  Self-Managed super funds are increasing direct investment by moving slowly out of cash and into more direct investment like shares (up 9.7%) as well as managed funds (up 1.6%) over the past year. Investor daily reports – Trustees of … Continue reading

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Masterclass – SMSF – Part 2: What are the tax consequences when there are no dependants when a member dies?

In our post last month on this topic, we looked at WHO can get super money if there are no dependants when a member dies. This time we look at the tax consequences. Now even though there may be no … Continue reading

Posted in 2 Past Newsletter Topics, Masterclass SMSF, Super Law & Compliance | Tagged , , | 2 Comments

News – SMSFs be aware – ATO to increase audits of self-managed super funds – be ready!

Self-managed super fund (SMSF) trustees are responsible for the running of their super funds and ensuring their compliance status. The ATO has announced in an industry briefing that it will increase it’s audits of over 15,000 SMSFs, with a focus … Continue reading

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CASE STUDY – Recently Re-married, Jan and Bill Pooled Super Into SMSF To Begin Property Investment

Starting again with a fresh beginning our couple, Jan and Bill (not real names), each had experience with several property investments, but some had been sold for separation settlements and costs. With a new life together, aged in their early … Continue reading

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News – Women Have a Double-Hit When Saving for Retirement

  If you are a career woman who works as well as juggling the family with a husband, you are in the group that is known to have a significant double-hit when saving for retirement. If possible, there is even … Continue reading

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Investing – Property – Intensive Property Investment Course including using your super (in your SMSF)

  SuperBenefit brings note-worthy events and training of value to clients and interested parties. And with interest in property, we are pleased to report a new intensive course educating all you need to learn about property investment (including using your … Continue reading

Posted in 2 Past Newsletter Topics, Property Investing, SMSF Investing, SMSF Property | Tagged , , , | Leave a comment

MASTERCLASS Investment – The Profit & Loss or Income Statement – What is it?

The Profit & Loss (or income Statement) is one of three reports or statements that a business produces and needs, to see how it, the business, has performed. The other two are Balance Sheet (Financial Position) and Cash Flow Statement. … Continue reading

Posted in 2 Past Newsletter Topics, Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing | Tagged , | Leave a comment