Monthly Archives: April 2024

Masterclass SMSF – Binding Death Benefit Nominations in SMSF

When a member of a self-managed super fund (SMSF) passes away, the SMSF typically distributes a death benefit to a dependent or another beneficiary of the deceased. It is important for this distribution to occur promptly following the member’s death. … Continue reading

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CASE STUDY – Doris & Wally had concerns about the small super they had and would it last

WHERE they were at – Doris and Wally had put in a lot of effort in their respective jobs. They mainly depended on their pension for income, and were keen to avoid using up the limited superannuation savings that Doris … Continue reading

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MASTERCLASS Investing – Financial Health Part 4 – What is Technical Analysis + how does it work?

Today we have Part 4 of our Company Financial Health Series – What is Technical Analysis In Part 1 we looked at how to determine financially healthy companies to invest in. In Part 2 we looked at how share investors … Continue reading

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Pensions Centrelink – Transfer from Disability Pension to Age Pension – Difference between them

A woman called seeking advice on whether it was beneficial to switch from Disability Support Pension (DSP) to Age Pension (AP). She was concerned about potential pros and cons associated with the change. Answer – While the payment amount remains … Continue reading

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