Tag Archives: Berwick

Masterclass SMSF – What can SMSF invest in?

For the Self-Managed Super Fund (SMSF) Trustee, there are certain rules that must be followed to ensure the SMSF super fund stays compliant regarding what you can invest in. Here they are and the Regulations or rule from the SIS … Continue reading

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MASTERCLASS Investment – Financial Health Part 2 – What is the difference between Fundamental and Technical Analysis in Share Investing?

  Share investors can tend to fall into 2 groups – fundamental analysis and technical analysis, and here we explain what is the difference between them – our experience is that both fundamental and technical, can help for increased share-market … Continue reading

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Pensions and Retirement – New Year Resolutions – 5 Easy Steps to Plan your Retirement

Studies show that most people spend more time planning the next holiday than ever spent on preparing for retirement – but it is not hard at all! Consider if you are a – Woman and want to retire at the … Continue reading

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Masterclass SMSF – SMSF Rollover – Important things to consider

You can accept an SMSF Rollover from your commercial super funds (or other SMSF), but it is important to ensure the details are documented properly. The ATO website gives further guidance, and important things to watch – Receiving a rollover … Continue reading

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NEWS – Can you transfer property “in-specie” from one SMSF to another?

If a self-managed super fund (SMSF) is short on cash to roll over a member’s benefits, it is possible for a member to transfer a property ‘in specie’ to another SMSF? (Query posted at Advisor Voice.com). In NSW, transfers of property … Continue reading

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MASTERCLASS Investment – Financial Health Part 1 – How to determine a healthy company to invest your SMSF money

Whether for your SMSF investments or not, investors want to know how to determine a healthy company, that is, the financial health, as it helps investors (either those buying shares in listed and other companies, or business owners in their … Continue reading

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Masterclass SMSF – Are SMSF setup costs deductible according to the ATO? What expenses are claimable?

One important consideration we are asked concerning self-managed super funds (SMSF) is “are the set-up costs such as the Trust Deed, tax deductible for the SMSF?” In taxation ruling TR 93/17 the ATO gives a number of explicit examples of … Continue reading

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