Monthly Archives: December 2018

Masterclass SMSF – Insurance in super – What is allowed and what is not – and how you access it

Part of the Trustee compliance responsibilities include consideration of holding insurance in SMSF but need to know what is possible and what is not (section 4.09 (2(e)) Superannuation Industry (Supervision) Regulations 1994). However trustees are not compelled to take it … Continue reading

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CASE STUDY – Paul & Paula – Supporting Elderly Mother and Preparing for Retirement

Paul and Paula had her elderly mother living with them so they could provide the best care they could. He also had his consultancy, and Paula worked part-time around her mother. They knew they needed to plan quickly for retirement … Continue reading

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MASTERCLASS Investment – Difference between Debt and Liabilities

Investors can sometimes mention liability or debt when they mean the same thing. However more precise – debt refers to borrowed money liabilities to an obligation of any kind, such as loans, tax or employee super But when using and comparing company … Continue reading

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