Monthly Archives: January 2016

Masterclass SMSF – How to set up a Self-Managed Super Fund (SMSF) and operate ongoing

Knowing how to set up a Self-Managed super Fund (SMSF) and operate ongoing is a serious financial decision and requires several considerations BEFORE you decide if an SMSF is for you. An important step is to have a discussion with your financial … Continue reading

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CASE STUDY – Murray and Susan – Time poor business man wanted the chance for better returns

WHERE they were at – Murray and Susan were in their late 30s, with a young family ,when they spoke to their advisor, and as a time-poor businessman, they wanted the chance for better returns on their retirement savings. The … Continue reading

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MASTERCLASS Investment – The Current Ratio formula and what it shows

The Current Ratio formula gives a value which is a type of “liquidity ratio” and shows a company’s ability to pay its short-term obligations – short term refers to the next 12 months. In other words it is a formula to … Continue reading

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NEWS – Australian Tax Office statistics on Self-managed Super (SMSF) draw a glowing picture of health

Professional Planner and the SMSF Association report this week some encouraging findings – “The latest set of ATO statistics on self-managed super funds (SMSFs) draw a glowing picture of health of the largest superannuation sector, says SMSF Association CEO/Managing Director … Continue reading

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