Category Archives: 2 Past Newsletter Topics

Basics About Super – An overview of the Superannuation system in Australia to save for your retirement

The Superannuation system is a long term savings arrangement by the Australian Government to save for your retirement, and help ensure Australians have enough income in retirement. The Money Smart website is a great source of information, and some key … Continue reading

Posted in 2 Past Newsletter Topics, Retirement Planning, Superannuation General | Tagged , , | Leave a comment

NEWS – 27 per cent increase in potential retirees by next year September 2017 for the Aust. Government Age Pension to support

A new report from Roy Morgan research warns that the Government will need to finance a potential 27 per cent increase in pensions for men and women planning to leave work by this time next year. This supports our post … Continue reading

Posted in 2 Past Newsletter Topics, News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, Superannuation General | Tagged , , , , | Leave a comment

CASE STUDY – John & Lyn – To use SMSF to take control and work towards property in super

John & Lyn were interested in Self-Managed Super funds (SMSF) so they can take control of their retirement savings and build them up to work towards getting property in super. They already had a couple of investment properties, and the … Continue reading

Posted in 2 Past Newsletter Topics, Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , , , , , | Leave a comment

MASTERCLASS Investing – What is Return on Capital – what does it mean and how to calculate rate of return?

Return on Capital  is similar to Return on Equity, ROE which we covered before, but also includes capital costs. So what is Return on Capital and how to calculate this rate of return. Return on Capital is the same formula … Continue reading

Posted in 2 Past Newsletter Topics, Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing | Tagged , | Leave a comment

Masterclass SMSF – What is In Specie Transfer or Contribution?

An “In Specie” transfer or contribution is 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 “in the actual form”. … Continue reading

Posted in 2 Past Newsletter Topics, Masterclass SMSF, Super Tax, Superannuation General | Tagged , , | Leave a comment

NEWS – Aust. Govt allows borrowing in SMSFs to continue

Limited recourse borrowings arrangements (LRBAs) have survived another attempt to ban them with the Government’s decision to categorically rule out the Financial System Inquiry’s (FSI) recommendation to abolish them. The Association’s Managing Director/Chief Executive Officer Andrea Slattery says: “We fully … Continue reading

Posted in 2 Past Newsletter Topics, Retirement Planning, SMSF Info, SMSF Info, News & Stats, SMSF Investing, Superannuation General | Tagged , , | Leave a comment

Masterclass SMSF – In-specie Transfer to SMSF – What is it and how does it work?

Clients and website enquirers sometimes ask what is in-specie transfer to SMSF and how does it work? Simply, it is transferring a non-cash asset into your Self-Managed Super Fund (SMSF). But there are caps on the total value that can … Continue reading

Posted in 2 Past Newsletter Topics, Masterclass SMSF, Super Tax, Superannuation General | Tagged , , , , | Leave a comment