Monthly Archives: August 2016

Masterclass SMSF – What happens with an SMSF Member death with a Non-Commutable Death Benefit Pension

What happens with an SMSF member  with a Non-Commutable Pension (cannot take out lump sums or withdraw the full amount) who has recently re-married, and on her death wants to have the income distributed to her spouse, but on the … Continue reading

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NEWS – Government and the Labor party may come to an agreement on superannuation changes 2016 budget

The Government and the Labor party may come to an agreement on the superannuation changes announced in the 2016 Budget. Speaking about the superannuation changes with The Guardian, Shadow Minister for Finance, Jim Chalmers, said: “There is some prospect of … Continue reading

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MASTERCLASS Investment – What is Return on Assets – What does it mean and how to calculate?

Return on Assets (ROA), is a ratio (one figure divided by another) measuring the profitability, expressed as a percentage of the operating assets – it means we are comparing profit to assets. ROA is an indication of a firm’s efficiency … Continue reading

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NEWS – Burden of Age Pension is still set to rise – Actuaries Institute Report

A study shows the burden of Age Pension is still set to rise, finding that half of Australian retirees tend to be very conservative with drawing on superannuation their savings, but a growing minority exhaust their balances completely before death, according … Continue reading

Posted in News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, Superannuation General | Tagged , , , | Leave a comment