Monthly Archives: June 2014

Pensions – What the Budget Means to Your Pension

Posted on June 30, 2014 by

The 2014-15 Budget was handed down on Tuesday, 13 May 2014. What does the Budget mean to your pension? The Department of Human Services (DHS) website Budget page contains Budget information that may affect people who use the Department of Human Services … Continue reading →

Posted in 2 Past Newsletter Topics, Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , | Leave a comment

Basics about Super – Transition to Retirement – How does it work? A possible solution to the later retirement age at 70?

Posted on June 23, 2014 by

Transition to Retirement (TTR, or also called transition to retirement income stream (TRIS) or income pension (TRIP)) is a gradual move to retirement – a way to enable those aged over 55 to reduce your working hours without reducing your … Continue reading →

Posted in Basics about Super, Super Law & Compliance | Tagged , , , | Leave a comment

Masterclass SMSF – Borrowing in SMSF & is it right for you?

Posted on June 22, 2014 by

How did borrowing (leverage) start in self-managed super funds (SMSF)? SMSF allows their trustees to take advantage of control and flexibility by designing their own personalised investment strategies – “hands on” control. As a result of lobbying by super groups, legislation … Continue reading →

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

CASE STUDY – With a young family Ian & Cathy, in their late 30’s, wanted to control their super and pursue better returns

Posted on June 9, 2014 by

WHERE they were at – Ian was looking to go out on his own, and when the company he worked for scaled down as a small business, the decision was easier to make. He knew he had great technical skills and the … Continue reading →

Posted in 2 Past Newsletter Topics, Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , , , , | Leave a comment

MASTERCLASS Investing – Cash vs Accrual Accounting

Posted on June 2, 2014 by

There are 2 methods of recording the financial transactions of a business. And when planning for SMSF investing, understanding them is basic to reading the financials of a company. Cash accounting records receipts are recorded during the period they are … Continue reading →

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