Monthly Archives: September 2014

NEWS – Avoiding Fraudulent Investments in your Self-Managed Super Fund

Christine St Anne is Morningstar’s online editor, and wrote a timely reminder and suggestions for avoiding fraudulent investments in your self-managed super fund (as well as any investment!) in her article Avoiding a Super Fraud It was only a couple … Continue reading

Posted in 2 Past Newsletter Topics, Retirement Planning, SMSF Info, News & Stats, SMSF Investing, Superannuation General | Tagged , , , , | 1 Comment

Masterclass SMSF – What if a Trustee moves overseas and has a Self-Managed Super fund (SMSF)

If you have set decided to move overseas and you are a Trustee because you have a Self-Managed Super Fund (SMSF), what are the issues you need to consider? When you have an SMSF, one of the complying requirements is … Continue reading

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CASE STUDY – Pooling super with brother-in-law in Self-Managed Super and having flexibility and Centrelink assistance!

WHERE they were at – Rob and Glen were related by family but that was not of the unfriendly kind – far from it! They were mates in many ways, and since they only had moderate amounts in their super, … Continue reading

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MASTERCLASS Investing – How Return on Equity is used by investors and what does it mean?

Return on equity (ROE) is a ratio used by investors which expresses how much profit a company earned (or return) and compares that to the total shareholder equity. In basic terms, Shareholder equity is the total assets less total liabilities. … Continue reading

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Pensions – Can I still work once I am past Pension Age?

The Australian Government can assist older Australians with many income support and services, and even if you get some form of Government support, you can still work once you are past pension age. To determine if you have reached pension … Continue reading

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