Monthly Archives: December 2015

Masterclass SMSF – What can you invest in?

For the SMSF Trustee, there are certain rules that must be followed to ensure the SMSF super fund stays compliant regarding what you can invest in. Key Investment Rules Ensure Fund-Ownership of assets is secure (preference in   trustee name (individual(s) … Continue reading

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MASTERCLASS Investment –Company Health Ratios – Profit Margins

In the Profit & Loss Statement or Income Statement, (one of the 3 Financial Reports Companies issue) there are four levels of profit or profit margins – Gross profit (after cost of sales deducted from sales/revenue), Operating profit (after expenses … Continue reading

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Pensions / Income Streams – The Basics for Self-Managed Super SMSF

Starting a pension or income stream in your SMSF (and there are similarities with the big commercial super funds as well, as we are all under the same law – SIS Act – Superannuation Industry Supervision Act 1993) requires certain … Continue reading

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