Tag Archives: narre warren

NEWS – Is your SMSF worse off due to poor advice?

ASIC has found that 10% of SMSF set up advice is likely to leave people significantly worse off, with 91% of SMSF set up advice files not complying with the law. The regulator reviewed 250 client files randomly selected from … Continue reading

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MASTERCLASS Investment – How to Understand Profit & Loss (or Income) Statements

As previously explained Company Reports and the Profit & Loss (or Income Statement) is one of three reports or statements that a company or business produces which shows how the business has performed. The other two reports are Balance Sheet … Continue reading

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Masterclass SMSF – How the downsizer contribution works from sale of your home near retirement

The 2017 federal budget brought in a new allowance for a new type of superannuation contribution for individuals looking to downsize their principal residence. Michael Hallinan at smsmagazine.com.au explains some of the rules around these new contributions. The downsizer contributions … Continue reading

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Basics about Super – EOFY – End of Financial Year – Last Days – Checklist!!

Time is running out – only days left to the End of Financial Year (EOFY), it’s time to have a review to ensure all is in order and all ACTIONs taken by 30 June deadline, as well as papers documenting … Continue reading

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MASTERCLASS Investment – End of Year Investment Strategies – Tips to set up for the end of Financial Year

Preparing for the end of year is an important stage as an investor. Here are a selection of tips for end of year investment strategies to set up well for the end of financial year. 1. Consider how your investments … Continue reading

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Basics about Super – Will your money last? What could living longer mean for your Retirement?

Will your money last? As Australians are now on average living longer, superannuation needs to stretch even further to cover living expenses. Will your money last as long as you live? You have a 50/50 chance of living as long … Continue reading

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Masterclass SMSF – End of year checklist – Set up for the end of financial year (SMSF)

Now there are a few weeks to the End of Financial Year (EOFY) left, it’s time to have a review to ensure all is in order and all ACTIONS taken by 30 June deadline, as well as papers documenting all … Continue reading

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