Monthly Archives: December 2014

CASE STUDY – Putting inheritance into SMSF – Maria, a middle-aged business woman

Posted on December 15, 2014 by

WHERE she is at – Maria had helped run a family hobby farm for years. Having sold it, the question was what to do with her portion of money. She continued in business now, not farming but buying-in the basic … Continue reading →

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

MASTERCLASS Investing – Return on Capital – How does it work?

Posted on December 10, 2014 by

Let’s look at Return on Capital (different to Return on Equity, ROE) and ask how does it work for analysing strong healthy companies? Return on capital is the same formula as return on equity ROE, but in addition of the … Continue reading →

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

Pensions – Deeming changes for Account Based Pensions

Posted on December 1, 2014 by

New rules will apply for calculating eligibility of government pensions –  one notably is that from 1 January 2015, superannuation account based income streams will be deemed under the existing deeming rules for the Age Pension. Eligibility for Age Pension … Continue reading →

Posted in Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , | Leave a comment