Category Archives: 1 Latest Newsletter Topics

MASTERCLASS Investment – What are “Share Market Indices/indexes”?

This month Masterclass Investment looks at what is a share market index (indices plural) – these are values or broad measure summaries of a group of shares, which may be over the whole market in Australia (ASX), or sectors (eg … Continue reading

Posted in 1 Latest Newsletter Topics, Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing | Tagged , , , , | 1 Comment

CASE STUDY – Peter over 50yo – Wanted to control his super

Peter ran his own business for many years and enjoyed the rush and buzz – like any business there were challenges and ups and downs. His children were grown up and married and supporting themselves – he chuckled as many … Continue reading

Posted in 1 Latest Newsletter Topics, Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , | Leave a comment

Masterclass SMSF – Borrowing in SMSF – Careful with Apartments and Car Parks!

Last month we covered an overview of the Cans and Can’ts with Borrowing in an SMSF. CAUTION – However when it comes to apartments, be careful – get the facts BEFORE you commit! Several clients have found that when the … Continue reading

Posted in 1 Latest Newsletter Topics, Masterclass SMSF, Super Tax, Superannuation General | Tagged , , , , , | Leave a comment

NEWS – Super changes coming 1 July 2017! – In summary

The Budget, last year has had many reforms legalised, and many begin on 1 July 2017. Here is a summary of key changes. What are your Thoughts? Comment below! Want to learn more, know the options and what we need … Continue reading

Posted in 1 Latest Newsletter Topics, News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, News & Stats, Superannuation General | Tagged , , , , , , | Leave a comment

Pensions – 2017 the options from super

You can receive your super as a super income stream, super lump sum or a combination of both. The super withdrawal option that you choose may affect the amount of tax you pay. Here is information from the Australian Tax … Continue reading

Posted in 1 Latest Newsletter Topics, Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , , , , , , | Leave a comment