Monthly Archives: April 2014

Masterclass – SMSF – How is super paid on death and does it form part of a person’s estate / will?

  On death, a member’s super account becomes a “super death benefit”, and under SMSF law it must be cashed out a soon as practical. ATO ID 2002/141. There is no definition of “as soon as practical” by the ATO … Continue reading

Posted in 2 Past Newsletter Topics, Masterclass SMSF, Retirement Planning, Super Law & Compliance, Super Tax | Tagged , , | 1 Comment

NEWS – Self-Managed Super (SMSF) and Investment Opportunities in Alternative Asset Classes

  Alexander McNab of SMSF Adviser writes about the investment opportunities in alternative asset classes for Self-manages super funds (SMSF): “…Most self-managed super funds have historically had almost no allocation to alternative asset classes, largely because of a lack of … Continue reading

Posted in 2 Past Newsletter Topics, Retirement Planning, SMSF Info, News & Stats, Superannuation General | Tagged , , | Leave a comment

CASE STUDY – Peter & Deb, wondered if they could get their retirement plan in better shape with Self- Managed Super

Peter and Deb had heard about Self-Managed Super Fund (SMSF) and wondered how to get their retirement plan in shape. WHERE they were at – Peter and Deb were building their wealth as best they knew – they had successfully … Continue reading

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MASTERCLASS Investment – GAAP – What Are The Generally Acceptable Accounting Principles Companies Use?

  Companies finished half-year reporting at the end of February, and our financial planner and stock broker have been busily sorting through all the data and financial ratios to find WHAT companies to buy – filter out strong financially-healthy growth … Continue reading

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