Monthly Archives: September 2015

Masterclass SMSF – In-specie Transfer to SMSF – What is it and how does it work?

Clients and website enquirers sometimes ask what is in-specie transfer to SMSF and how does it work? Simply, it is transferring a non-cash asset into your Self-Managed Super Fund (SMSF). But there are caps on the total value that can … Continue reading

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NEWS – The trend of Business Owners increasingly looking to use SMSF for succession planning

Business owners are increasingly looking to use SMSFs as a means of business and succession planning, according to RSM Bird Cameron (RSMBC), as writer Mike Taylor reports at Money Management. Calling on the findings of its thinkBIG research covering the … Continue reading

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MASTERCLASS Investment – ROC – Return on Capital – Why it is important

The formula (ratio) for Return on Capital (ROC) is similar to Return on Equity (ROE) but ROC takes into account long-term debt. We wrote about this HERE. A investor looking for long term investments should consider quality, as well as … Continue reading

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Pensions – Centrelink – Eligibility for Carer Payment

If you are in the position of caring for a relative or friend, you may be able to get some financial assistance from the Government Centrelink Office – here is what the eligibility requirements are and what they say on … Continue reading

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