Monthly Archives: October 2022

Basics about Super – Super is the second best savings place with rising rates – survey

Superannuation is regarded as the second best place, after high-interest savings accounts, to hold money in the event of rising interest rates and inflation, according to a survey by a currency transfer comparator. Send Money Australia commissioned a survey of … Continue reading

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

Masterclass SMSF – Death of a member – Can pay out as lump or pension

Commonly it is thought that on death of a member, the death benefit must be paid out as lump sum only. But a legal expert says you can also pay out with a pension. SMS magazine reports – The inability … Continue reading

Posted in Masterclass SMSF | Tagged , , , , , , | Leave a comment

CASE STUDY – Recently re-married, Jan & Bill pooled their super into a new SMSF to invest in property

Starting again with a fresh beginning, our couple Jan and Bill (not real names) each had experience with several property investments, but some had been sold for separation settlements and costs. WHERE it was at – With a new life … Continue reading

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

What is the Current Ratio – Company Health Ratios – Pt12 – MASTERCLASS Investment

Continuing our series on Company Health Ratios, today we look at the Current Ratio. This formula gives a value which is one of a group called “liquidity ratios” and tells of a company’s ability to pay its short-term obligations (note – short … Continue reading

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