Tag Archives: hallam

MASTERCLASS Investment – Difference between Fundamental and Technical Analysis in Share Investing?

Investors in shares can tend to fall into 2 groups – fundamental analysis and technical analysis, but we have come to learn and to understand what benefits BOTH stock-analysis disciplines, both fundamental and technical, can bring for increased share-market investment … Continue reading

Posted in Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing, Uncategorized | Tagged , , , , , , | Leave a comment

Pensions Centrelink – Beware of scams to watch out for targeting pensioners and older Australians

The Australian Government Department of Human Services (DHS) has some great tips on scams to watch out for targeting pensioners and older Australians, June 2017 – Older Australians keep a step ahead of the latest scams Scams are on the … Continue reading

Posted in Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , , , , , , | Leave a comment

Basics about Super – What is Salary Sacrifice Super?

The Australian Tax Office (ATO) tells what is Salary Sacrifice Super– Salary sacrifice is an arrangement with your employer to forego part of your salary or wages in return for your employer providing benefits of a similar value. If you … Continue reading

Posted in Basics about Super, Retirement Planning, Superannuation General | Tagged , , , , , , | Leave a comment

Masterclass SMSF – Who can be Trustee, special notes & Changing Trustee

All self-managed super fund (SMSF) members must be trustees of the fund, but a trustee need not be a member, however there are some exceptions such as: Minors, being too ill or old, mental incapacity or travel overseas for an … Continue reading

Posted in Masterclass SMSF, Super Tax, Superannuation General | Tagged , , , , , , , | Leave a comment

MASTERCLASS Investment – What are “Share Market Indices/indexes”?

This month Masterclass Investment looks at what is a share market index (indices plural) – these are values or broad measure summaries of a group of shares, which may be over the whole market in Australia (ASX), or sectors (eg … Continue reading

Posted in 1 Latest Newsletter Topics, Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing | Tagged , , , , | 1 Comment

SMSF Basics – What is involved in Running your SMSF (Self-Managed Super Fund)

After setting up your Self-Managed Super Fund, there is quite a list of on-going tasks involved in running your SMSF, covering administration, investment strategy and implementing it, compliance, insurance and pension stage responsibilities. (a)   Administration tasks Some of the many … Continue reading

Posted in SMSF Basics - all to know, SMSF Info, Superannuation General | Tagged , , , , , , | Leave a comment

Masterclass SMSF – End of Financial Year Review – Ensure the records and tasks are in order!

With only weeks to the End of Financial Year (EOFY) left, it’s time to have a review to ensure all is in order and all papers documenting all transactions during the year, are in hand and ready for auditor and … Continue reading

Posted in Masterclass SMSF, Super Tax, Superannuation General | Tagged , , , , , , , ,