Tag Archives: Berwick

Masterclass SMSF – When a member dies – What happens and who are “dependents”?

Death of an SMSF Member In the sad situation when a member of a SMSF dies, the Superannuation Industry Supervision Act (SISA) has additional Regulations to go with it, and at Reg 6.21(1) states that the member’s benefits must be … Continue reading

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MASTERCLASS Investment – Stock market recovery and timing markets – an historic view

It is interesting to look back on what history has shown happens in similar situations to get an idea what COULD happen, then assess factors that make the CURRENT situation DIFFERENT and what is LIKELY. No one knows for sure … Continue reading

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NEWS – Coronavirus Support Package SIMPLIFIED – Early Access to Super

Due to the Coronavirus COVID-19 significant economic consequences, the Australian Government has enacted a response that was passed in Parliament this week, to support individuals, households, businesses and broader community. One aspect is the Early Release of Super under certain … Continue reading

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NEWS – Coronavirus Support Package SIMPLIFIED – Stimulus Package 12 & 22 March 2020

Summary Due to the Coronavirus COVID-19 significant economic consequences, the Australian Government has enacted a response that was passed in Parliament this week, to support individuals, households, businesses and broader community. Here is a comprehensive summary of several ATO Treasury … Continue reading

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Masterclass Investment – Working Capital Meaning

Companies need to balance the right amount of working capital to function optimally so let’s look at the working capital meaning. Working Capital is the liquid (cash) assets/capital of a business which is used in its day-to-day trading operations, calculated … Continue reading

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Basics about Super – How much do you need to retire in Australia?

It’s not hard to find out – don’t put it off. Be informed and be prepared! How much do you really need? Recent research shows that the annual value of Age Pensions paid to those entitled to maximum benefits, amounts … Continue reading

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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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