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Email – Info@superbenefit.com.au
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Phone – Paul 0407 361 596
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Paul Humphreys
WE provide SMSF administration. WE do not advise, but work with your advisors, or we will Connect you to the right Advisor who can assist you.
Call 0407 361 596 Melbourne Australia
Monthly Archives: August 2013
News – Australian Super assets surge to $1.6 trillion, SMSF growth behind Industry Funds
Superannuation assets surged 15.5% last financial year to reach $1.6 trillion, reveals the regulator APRA in its just released June report. The pace of the asset surge corresponds with the super fund industry achieving its best investment returns in four … Continue reading
Posted in Retirement Planning, SMSF Info, News & Stats, Superannuation General
Tagged Retirement, Super, Superannuation
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Masterclass – SMSF – On Death, What Happens to a Pension?
On the death of a pensioner the law is that a pension, also known as the member’s benefits, must be cashed as soon as practicable. It is called a death benefit payment. Super does NOT form part of a … Continue reading
Posted in Masterclass SMSF, Super Law & Compliance
Tagged Self Managed Super, SMSF, SMSF Law, Super Law & Compliance
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CASE STUDY – Peter has just been Retrenched, looking after Child with Disability and Maximizing the Retirement Balance
WHERE they were at – In his late 50s, he should have seen it coming – with the slowdown in the work due to a slowing economy in Australia, Peter had hoped and was told by management that they were … Continue reading
Posted in Case Studies of Clients, Superannuation General
Tagged Investments, Super, Superannuation
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MASTERCLASS Investment – The Balance Sheet or Financial Position – What is it?
The balance sheet, is known as the statement of financial position, and is a snapshot of a company’s health. It tells how much a company owns ( assets), and how much it owes (liabilities). The difference between what it owns … Continue reading
SMSF Basics – The Steps to Set up a Self-Managed Super Fund
A. Determine Trustee Structure and Eligibility An SMSF is a trust structure which means it must have trustees who are trusted with the responsibility for all affairs of the fund. There are two types of trustee – 1. Individual members, … Continue reading
