Monthly Archives: September 2015

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

Posted on September 24, 2015 by SuperBenefitnews

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 →

Posted in Masterclass SMSF, Super Tax, Superannuation General | Tagged , , , , | Leave a comment

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

Posted on September 22, 2015 by SuperBenefitnews

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 →

Posted in Retirement Planning, SMSF Info, SMSF Investing, Superannuation General | Tagged , , , , | Leave a comment

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

Posted on September 17, 2015 by SuperBenefitnews

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 →

Posted in Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing | Tagged , | Leave a comment

Pensions – Centrelink – Eligibility for Carer Payment

Posted on September 8, 2015 by SuperBenefitnews

(Post *Content updated Feb 2020) If you are in the position of caring for a relative or friend, you may be able to get some financial assistance from the Australian Government Services Australia department(new name from 1 Feb 2020, formerly … Continue reading →

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