Tag Archives: dandenong

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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NEWS – Caution sounded on proposed early release of super for crime victims, as well as hardship cases

The government has been told to tread carefully with its plans for allowing victims of crime to access perpetrators’ superannuation as compensation, as the proposals could have unintended consequences, one lawyer has warned. Speaking to SMSF Adviser’s sister title, Nest … Continue reading

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MASTERCLASS Investment – What is ROE – Return on Equity – and what is good return on equity?

An important and often-used ratio that investors like to look at is the Return on Equity (ROE) of a company especially when compared to it’s industry average. What is return on equity? From the Balance Sheet, we have learned that … Continue reading

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Basics about Super – Retirement – What is a “comfortable” retirement?

How much do you really need for a comfortable retirement? What is a comfortable amount for a “comfortable retirement”? Recent research shows that the annual value of Age Pensions paid to those entitled to maximum benefits, only amounts to just … Continue reading

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MASTERCLASS SMSF – Franked income Australia and how it works in Super to advantage!

Franked income, such as franked dividends and in some cases trust distributions, can offer significant advantages when managing your self-managed super fund (SMSF)s tax liability in Australia.  It is another example of the benefit of taking control of your super … Continue reading

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