Monthly Archives: December 2016

Masterclass SMSF – Latest Changes to Pensions and Superannuation

The 2016 Australian Government Budget handed down in May issued the most changes to pensions and superannuation seen in years, as part of the broader reform agenda to improve the sustainability and equity of our super system. Some of the … Continue reading

Posted in 2 Past Newsletter Topics, Masterclass SMSF, Super Tax, Superannuation General | Tagged , , , , , | Leave a comment

NEWS – Putting the sale of a business into super – Watch the contribution caps!

If you have or will have proceeds from the sale of a business and want  to put them into super, be mindful and watch the contributions caps! An article in Money Management explains more – Small business owners who are … Continue reading

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

MASTERCLASS Investment – Company Financial Health – Key ways to analyse it

To understand company financial health helps investors (either those buying shares in listed and other companies, or business owners in their own companies) to be confident that the investment is worthwhile or going as expected, or improving or the reverse … Continue reading

Posted in 2 Past Newsletter Topics, Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing | Tagged , , , , | Leave a comment

Pensions – Centrelink – New Asset Test Levels and taper rate that could reduce the pension received

If you receive or are about to receive an Australian Government pension, there are new asset test levels and taper rates from the start of next year 2017 you need to know about, which could reduce the pension received, as … Continue reading

Posted in 2 Past Newsletter Topics, Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , | Leave a comment