Monthly Archives: February 2015

NEWS – Popularity of SMSF continues

In 5 years to 2013 nearly 4 times money moved INTO SMSF than rolled out – showing continued strength in the sector. According to Professional Planner – “Rollovers into self-managed super funds (SMSFs) are still showing a drain of funds from the … Continue reading

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Masterclass SMSF – How Super Death Benefit Nominations work and whether they are binding

When an SMSF member has died, the surviving SMSF trustees must comply with the applicable super and tax laws for paying out death benefits. A death benefit payment is generally made by the SMSF to another person after of the … Continue reading

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CASE STUDY – Building up Super as SMSF alongside a Property Portfolio – Peter wanted some advantages of SMSF

WHERE he was at – In the past, Peter had been a professional and worked in major corporations on large infrastructure projects, but always wanted the freedom of financial independence by working for himself and building up assets that returned … Continue reading

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MASTERCLASS Investing – How is Fundamental Analysis an Aid to Successful Investing?

  Fundamental analysis is used as an aid to successful investing and is a process of analysing the financial statements of a business (Balance Sheet, Profit & Loss, Cash-flow Statement), as well as creating ratios of some of the figures, … Continue reading

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