Monthly Archives: July 2016

CASE STUDY – Roger – Opportunity to invest in a local company with his super

Roger was working in financial areas and a major bank in the past, now running his own business, and knew there was an opportunity to invest in a local company with his super, using a self-managed super fund (SMSF) There … Continue reading

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MASTERCLASS Investing – What is Return on Capital – what does it mean and how to calculate rate of return?

Return on Capital  is similar to Return on Equity, ROE which we covered before, but also includes capital costs. So what is Return on Capital and how to calculate this rate of return. Return on Capital is the same formula … Continue reading

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Masterclass SMSF – What is In Specie Transfer or Contribution?

An “In Specie” transfer or contribution is a way of moving an asset into a Self-Managed Super Fund by ownership without having to actually sell the asset for cash. “In specie” is a Latin term meaning “in the actual form”. … Continue reading

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