Monthly Archives: September 2013

Pensions – More on the Basics in Self-Managed Super

Pensions – More on the Basics We wrote about some basics in July HERE. There are other aspects to know – Certain payments cannot be used to boost a member’s pension Once a pension has begun to be paid to … Continue reading

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SMSF Basics – Running Your SMSF

Administration There are many tasks to keep up with including keeping documents, record minutes and resolutions of meetings about significant decisions and preparing annual tax and regulatory returns NAT 712266, for the SMSF, which are separate from personal returns. It … Continue reading

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News – Property in SMSF and LRBA – Be Informed and Wary of Aggressive Marketing – Continued Concerns

There is continuing concern and further warnings by ASIC, SMSF Professionals’ Association of Australia (SPAA) and Association of Superannuation Funds of Australia (ASFA) for people to be wary of property spruikers who are offering great incentives to invest in property in an … Continue reading

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CASE STUDY – Protecting what was left after Second Divorce and Remission from Cancer

  WHERE he was at – Roger had worked hard at his business and his expertise at his craft had been rewarded with the TAFE College asking him to teach his success tips part-time to up-coming students. His business was … Continue reading

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MASTERCLASS Investment – What is Cash Flow?

  In our Masterclass we look at what is cash flow and the Cashflow Statement and why it is as important as the Profit & Loss and Balance Sheet. What it is: Cash flow looks at the ACTUAL CASH and … Continue reading

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