Monthly Archives: February 2018

Masterclass SMSF – What can SMSF invest in?

For the Self-Managed Super Fund (SMSF) Trustee, there are certain rules that must be followed to ensure the SMSF super fund stays compliant regarding what you can invest in. Here they are and the Regulations or rule from the SIS … Continue reading

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CASE STUDY – Sally felt she needed more self-control of her retirement after her husband passed away

After Sally’s husband passed away, and the business clients had been on-sold, she felt she needed more self-control of her retirement, and her plan was to have the ability to manage the super and her assets so she had more … Continue reading

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MASTERCLASS Investment – Financial Health Part 2 – What is the difference between Fundamental and Technical Analysis in Share Investing?

  Share investors can tend to fall into 2 groups – fundamental analysis and technical analysis, and here we explain what is the difference between them – our experience is that both fundamental and technical, can help for increased share-market … Continue reading

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Pensions and Retirement – New Year Resolutions – 5 Easy Steps to Plan your Retirement

Studies show that most people spend more time planning the next holiday than ever spent on preparing for retirement – but it is not hard at all! Consider if you are a – Woman and want to retire at the … Continue reading

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