Monthly Archives: September 2016

CASE STUDY – John & Lyn – To use SMSF to take control and work towards property in super

John & Lyn were interested in Self-Managed Super funds (SMSF) so they can take control of their retirement savings and build them up to work towards getting property in super. They already had a couple of investment properties, and the … Continue reading

Posted in 2 Past Newsletter Topics, Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , , , , , | Leave a comment

MASTERCLASS Investment – Market Capitalisation – What is it and what does it tell you?

Today we look at Market Capitalisation which is also known as Market Value. What is it? – Market Capitalisation is a measure or indication of the value and size in dollars of a company, and we calculate it by – … Continue reading

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NEWS – Do you agree to have the proposed $25,000 cap on concessional contributions? Some agree and some disagree

The May budget proposed several changes to the super system – one is that all workers will come under a $25,000 cap on concessional contributions (mainly those are the employer contributions for workers). A report at SMSF Advisor states – … Continue reading

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