Monthly Archives: July 2017

Basics about Super – What is Salary Sacrifice Super?

The Australian Tax Office (ATO) tells what is Salary Sacrifice Super– Salary sacrifice is an arrangement with your employer to forego part of your salary or wages in return for your employer providing benefits of a similar value. If you … Continue reading

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

Masterclass SMSF – Who can be Trustee, special notes & Changing Trustee

All self-managed super fund (SMSF) members must be trustees of the fund, but a trustee need not be a member, however there are some exceptions such as: Minors, being too ill or old, mental incapacity or travel overseas for an … Continue reading

Posted in Masterclass SMSF, Super Tax, Superannuation General | Tagged , , , , , , , | Leave a comment

MASTERCLASS Investment – What are “Share Market Indices/indexes”?

This month Masterclass Investment looks at what is a share market index (indices plural) – these are values or broad measure summaries of a group of shares, which may be over the whole market in Australia (ASX), or sectors (eg … Continue reading

Posted in 2 Past Newsletter Topics, Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing | Tagged , , , , | 1 Comment

SMSF Basics – What is involved in Running your SMSF (Self-Managed Super Fund)

After setting up your Self-Managed Super Fund, there is quite a list of on-going tasks involved in running your SMSF, covering administration, investment strategy and implementing it, compliance, insurance and pension stage responsibilities. (a)   Administration tasks Some of the many … Continue reading

Posted in SMSF Basics - all to know, SMSF Info, Superannuation General | Tagged , , , , , , | Leave a comment