Monthly Archives: March 2016

NEWS – Are offers for “discounted” SMSF advice a worthy substitute for professional financial and investment advice for SMSF Trustees?

Posted on March 25, 2016 by SuperBenefitnews

There are a growing number of SMSF ‘discounters’ with advertisements offering cheap over-the-phone, online advice for SMSF members and trustees, but this is no substitute for professional financial advice, an industry consultant believes. Such is the opinion of industry consultant … Continue reading →

Posted in News & Stats, Retirement Planning, SMSF Info, SMSF Investing, SMSF Property, Superannuation General | Tagged , , | Leave a comment

CASE STUDY – Chen & Anna – Want more control and someone to help run the administration and compliance

Posted on March 25, 2016 by SuperBenefitnews

WHERE they were at – Chen & Anna asked the planner and I what could they do to plan as best they could for retirement – how could they have more control and someone to help run the tedious administration … Continue reading →

Posted in Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , | Leave a comment

MASTERCLASS Investing – Earnings per Share (EPS) Analysis – How investors use EPS

Posted on March 10, 2016 by SuperBenefitnews

An investor in shares usually looks for either or both of 2 things – 1.     To earn a dividend (share of the profit) or 2.     Sell them at a higher price in future. Earnings Per Share (EPS) analysis and how investors use EPS figures/ratios are … Continue reading →

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

Basics about Super – Basics 6-10 about the Australian Super System

Posted on March 9, 2016 by SuperBenefitnews

Here are five more basics about the Australian Super system. (For the first 5 Basics 1-5 see last month HERE) 6. Investment Choices – While the big major super funds allow you to choose how you want your money invested by the super … Continue reading →

Posted in Basics about Super, Retirement Planning, Superannuation General | Tagged , , , , | Leave a comment