Monthly Archives: January 2015

SMSF Basics – Do the Pros out-way the Cons of running a Self-Managed Super Fund (SMSF)?

People are increasingly attracted to set up a Self-Managed super funds (SMSF) having considered – do the pros out-way the cons of running an SMSF? Having control and choice are the top advantages (and reasons) to have an SMSF. Then … Continue reading

Posted in 2 Past Newsletter Topics, SMSF Basics - all to know, SMSF Info, Superannuation General | Tagged , , , | Leave a comment

Masterclass SMSF – Investing in related party / In-house SMSF assets – What is allowed and a solution for property?

The Australian Tax Office (ATO) as regulator of SMSFs, is clear about the investing part of running and SMSF – “You need to manage your fund’s investments in the best interests of fund members and in accordance with the law. … Continue reading

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NEWS – Not Enough to Retire – Call to lift contribution maximums in super

Are you concerned you do not have enough to retire on? (NEWS – 40% of Australians retire 5 years before financially ready). There is a call by many to lift contribution maximums to super, in order to help close the gap … Continue reading

Posted in Retirement Planning, SMSF Info, News & Stats, SMSF Investing, Superannuation General | Leave a comment

MASTERCLASS Investing – Financial Health of a Company

In our Masterclass Investing this month, we show that usually an investor will consider the Financial Health of a Company they plan to be investing in, which can also determine the value of the company, and to do this the … Continue reading

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