Category Archives: Uncategorized

Masterclass SMSF – Super Rollover to SMSF – Tips to note

A rollover is when you transfer all or part of your super to another registered super fund. You can accept an SMSF Rollover from your commercial super funds (or other SMSF), but it is important to ensure the details are … Continue reading

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NEWS – Retirement reforms do not require major changes – Rice Warner

The current Retirement Income Review in Australia is looking at the system and what improvements may be required, but one actuary firm says the reforms do not require major changes. Darin Tyson-Chan at SMSmagazine reports – Submissions to the Retirement … Continue reading

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Masterclass SMSF – Collectables in Self-Managed Superannuation Funds

Investing in Collectables in Self-Managed Super Funds (SMSF) have certain Regulations around them that require you to be aware of new rules about storage and insurance to ensure you are keeping compliant. When new regulations began in July 2011 with … Continue reading

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MASTERCLASS Investment – ROC – Why Return on Capital Employed is Important

The formula (or ratio) for Return on Capital (ROC) is similar to Return on Equity (ROE) but ROC takes into account long-term debt. We wrote about this HERE. An investor looking for long term investments should consider quality, as well … Continue reading

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Centrelink – The MyGov account for centralized assistance

The Department of Human Services website explains – Your myGov account gives you: Secure access to a range of government services using one username and password; A single inbox for your messages from Centrelink, Medicare, Child Support and the Australian … Continue reading

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CASE STUDY – Tradie and Animal Carer Wanted Peace of Mind

Phillip was a tradie running his own business, and his wife was an animal carer, but they need to build for retirement, and their plan was to be able to take control of their super and aim to retire early. … Continue reading

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MASTERCLASS Investment – Financial Health Part 2 – Difference between Fundamental and Technical Analysis in Share Investing

Following previous post –  Part 1 – Key ways to analyse it we look at Part 2 – Investors in shares can tend to fall into 2 groups – fundamental analysis and technical analysis, but we have come to learn and to … Continue reading

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