Monthly Archives: December 2022

Masterclass SMSF – What is “In Specie Transfer” or Contribution

When we say “In Specie” transfer or contribution we refer to a way of moving an asset into a Self-Managed Super Fund by ownership without having to actually sell the asset for cash. “In specie” is a Latin term meaning … Continue reading

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CASE STUDY – 50 year old woman, on her own, what could she do? – “My head is swimming! – I am really excited about all this”

She was in her 50’s and thought she could do nothing in the time left to retirement. WHERE it was at – With only $180,000 in super and $40,000 in savings, life’s setbacks had discouraged her. Within half an hour … Continue reading

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MASTERCLASS Investment – Earnings & what we can learn

Today’s Masterclass looks at Earnings and what it is and what does it tell you. Earnings are its profits after tax, or other names are: return, net income, bottom line and how much is made. At times Earnings is used … Continue reading

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Pensions Centrelink – Means Test for Aged Pension – Services Australia

To be eligible for certain Services Australia payments, such as the Disability, Carer and Aged Pension, you need to pass certain criteria such as residency, age and means tests. The means test assesses your assets and income. Income Test Services … Continue reading

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