Monthly Archives: September 2020

Masterclass SMSF – What can your SMSF invest in?

As owner of a Self-Managed Super Fund (SMSF) and as Trustee, there are certain rules that must be followed to ensure the SMSF super fund stays compliant, regarding what can your SMSF invest in. Here they are and the Regulations … Continue reading

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CASE STUDY – Shanthini – She couldn’t invest but could use Super to invest in Property

Shanthini and her husband had left Sri-Lanka to start a new life in Melbourne and had a steady job. With husband back and forth to Sri-Lanka, the chance of a loan for an investment property did not look good. WHERE … Continue reading

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MASTERCLASS Investment – What is a Covered Call – a Trading Strategy

In addition to identifying growth shares that show all the signs of superior management, you can also help protect your portfolio against under-performance and reduce risk by employing a Covered Call Option Strategy. What are they? Covered Call Strategy is … Continue reading

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Pensions Centrelink – The effects of super on Centrelink payments

Centrelink explains that several factors determine if we assess your superannuation in our income and assets tests, such as age and whether you are drawing an income stream or a lump sum. Superannuation (super) is a long term savings structure … Continue reading

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