Monthly Archives: July 2015

NEWS – More trustees are seeking advice and looking for mentors – Are you aware what SuperBenefit offers?

Do you use others for advice with your SMSF decisions? A recent survey shows that more are, and they are looking for mentors and relationships (just as SuperBenefit provides) – A survey that reveals self-managed super fund trustees are more … Continue reading

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Masterclass SMSF – Insurance in SMSF – What is possible and what is not

Part of the Trustee compliance responsibilities include consideration of holding insurance in SMSF but need to know what is possible and what is not (section 4.09 (2(e)) Superannuation Industry (Supervision) Regulations 1994). However trustees are not compelled to take it … Continue reading

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CASE STUDY – Ian & Jillian wanted control of their super investment and planning help as needed

WHERE they were at – Just starting retirement slowly by working part-time, Ian & Jillian wanted to have more control of their super investments as well as planning-help as they needed it. Ian wanted to follow the share market closely … Continue reading

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MASTERCLASS Investing – Return on Equity (ROE) of a company – Compared to its Industry Average

One important ratio investors like to consider is the Return on Equity (ROE) of a company when compared to its industry average. From the Balance Sheet, we have learned that Equity is the value of the Assets less Liabilities. And … Continue reading

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

NEWS – Call for specific SMSF LRBA accreditation

There is a suggestion that those involved in borrowing in self-managed super funds (SMSF), should hold specific SMSF Limited Recourse Borrowing Arrangement (LRBA) credibility’s. As Krystine Lumanta of selfmanagedsuper wrote recently – All parties, particularly lenders, involved in the limited … Continue reading

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