Monthly Archives: May 2014

NEWS – Win for SMSF Trustees – Mechanism to Allow Withdrawal of Excess Non-concessional Contributions

  A major step has been made in the recent governments’ budget announcement that is a move in the right direction and a win for trustees of SMSFs, as keeping up can be an extra burden. “In last night’s Budget, … Continue reading

Posted in Retirement Planning, SMSF Info, News & Stats, SMSF Investing, Superannuation General | Tagged , , , | 2 Comments

Masterclass SMSF – Year End 2014 – Preparing your Self-Managed Super Fund – Things to Watch & Action before 30 June

  As the financial year is closing again there are several things to watch and action for self-managed super (SMSF) before 30 June, such as contributing more to super within the limits (below). Generally, super contributions made by the cut-off dates … Continue reading

Posted in 2 Past Newsletter Topics, Masterclass SMSF, Property Investing, SMSF Property, Super Law & Compliance | Tagged , , , , , | Leave a comment

NEWS – Self-Managed Super (SMSF) investing in collectables and art is not popular

  James Cockington, at The Sydney Morning Herald reports that the investment in alternative asset classes such as collectables and art for Self-manages super funds (SMSF) is not as popular – “If the taxman introduced a bewildering maze of regulations … Continue reading

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

MASTERCLASS Investment – The Difference between Debt & Liability – Need to know what is used in a ratio

Often, investors use liability and debt when they mean the same thing. But there is a difference between Debt & Liability and one needs to know what is used in a ratio to understand it’s meaning. For example in the debt-to-equity ratio, debt means the total amount of … Continue reading

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