Monthly Archives: July 2019

Masterclass SMSF – New Tax Year Quick-Plan Guide

Here is a Quick-Plan Guide of essential things to plan ahead for the year with your SMSF: 1.     Employment Super Contributions (Concessional) in the SMSF bank account If you want to claim super contributions in this tax year, organise via … Continue reading

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CASE STUDY – Carmen & Bob – Build to property investment through super

Carmen and Bob wanted to invest in property, and with a trusted advisor they explored the idea of property investment through Super. (There are 5 easy steps to planning anything – start where you are at, decide what lifestyle you … Continue reading

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MASTERCLASS Investment – What is Return on Assets (ROA) – what it means and how to calculate

Return on Assets (ROA), is a ratio (which means one figure divided by another) measuring the profitability (return) as a percentage of the operating assets – it means we are comparing profit to assets. ROA is an indication of a … Continue reading

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Pensions Centrelink – Pension Loans Scheme has changed 1 July 2019

As of 1 July 2019, the human services websites says you can apply for the Pension Loans Scheme (PLS) even if: You’re getting the maximum rate of pension; You have a payment rate of $0 under both the income and … Continue reading

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