Monthly Archives: February 2021

CASE STUDY – Property purchase in Super by finance expert and wife, Jack and Melissa

To make a property purchase in super, the finance expert and wife, Jack and Melissa, after assisting his own clients to purchase in super, were ready to do it themselves. WHERE it was at – Jack and Melissa had over … Continue reading

Posted in Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , , , | Leave a comment

MASTERCLASS Investment – How to understand company reports – Part 1

All companies in Australia must report at least twice Annually – for a small business, the minimum is annually with the Financial Reports, and larger companies such as listed on stock exchanges, will also supply Director Reports on the company … Continue reading

Posted in Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing | Tagged , , , , , | Leave a comment

Pensions Centrelink – New year – 5 Easy Steps to Plan Retirement

You may have heard – 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 … Continue reading

Posted in Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , , , , , , , , | Leave a comment

Basics about Aust. Super – 5 facts to know

Superannuation Guarantee (SG) – All Employers must pay at least the value of 9.5% (currently, see ATO for changes in future) of your wages/salary (not FROM your pay, but another expense of the employer) to your member account in a … Continue reading

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