Category Archives: 1 Latest Newsletter Topics

NEWS – Is Transition to Retirement still Viable?

Professional Planner’s writer Alexandra Cain writes about whether the Transition to Retirement strategy is still viable – You could almost feel the wave of disappointment go through the financial planning community after the May 2016 federal budget, when the Coalition … Continue reading

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

CASE STUDY – Alex – Wanted to use SMSF to purchase property and take control

Alex is a keen property investor with many years’ experience and had also researched Self-Managed Super funds (SMSF) as a way to take control of his retirement savings and how to purchase property in super. He already had several investment … Continue reading

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

Masterclass SMSF – Latest Changes to Pensions and Superannuation

The 2016 Australian Government Budget handed down in May issued the most changes to pensions and superannuation seen in years, as part of the broader reform agenda to improve the sustainability and equity of our super system. Some of the … Continue reading

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

MASTERCLASS Investment – Company Financial Health – Key ways to analyse it

To understand company financial health helps investors (either those buying shares in listed and other companies, or business owners in their own companies) to be confident that the investment is worthwhile or going as expected, or improving or the reverse … Continue reading

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

Pensions – Centrelink – New Asset Test Levels and taper rate that could reduce the pension received

If you receive or are about to receive an Australian Government pension, there are new asset test levels and taper rates from the start of next year 2017 you need to know about, which could reduce the pension received, as … Continue reading

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