Monthly Archives: November 2015

SMSF Basics – The tax benefits of investments in super

Posted on November 26, 2015 by SuperBenefitnews

Placing  investments from outside your SMSF into your SMSF can produce significant results due to the tax benefits of super.  For example if you have investments in your personal name valued at $300,000.  If you are on the top marginal … Continue reading →

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CASE STUDY – Ivan and Maria – wanted to learn about investment, but with advice for assurance

Posted on November 19, 2015 by SuperBenefitnews

WHERE they were at – Ivan and Maria had worked hard and supported their family comfortably but not extravagantly. Their son did have problems with possible mental illness, as he found it hard to keep jobs and settle with people and jobs. His … Continue reading →

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MASTERCLASS Investment – What is PE – Price to Earnings Ratio and how does it help investors?

Posted on November 5, 2015 by SuperBenefitnews

What is PE – The PE of a stock (Price to Earnings Ratio) is a measure (ratio – one figure divided by another) of a company’s current share price compared to its earnings per share known also by other names … Continue reading →

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SMSF Basics – Early Release of Super – What is allowed?

Posted on November 3, 2015 by SuperBenefitnews

The Australian Tax Office (ATO), Department of Human Services and Monet Smart websites all supply information on certain circumstances where it may be possible to gain early release of your super – From the ATO site – There are very limited … Continue reading →

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