Tag Archives: narre warren

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

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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

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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

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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

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Pensions Centrelink – Reinstatement of Pension Concession Card

The latest 2017 Australian Government Budget put forward a measure that restores the Pensioner Concession Card (PCC) to people who stopped being eligible for a pension payment due to changes to the assets test. (Still to be approved by legislation). … Continue reading

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NEWS – Super changes coming 1 July 2017! – In summary

The Budget, last year has had many reforms legalised, and many begin on 1 July 2017. Here is a summary of key changes. What are your Thoughts? Comment below! Want to learn more, know the options and what we need … Continue reading

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Pensions – 2017 the options from super

You can receive your super as a super income stream, super lump sum or a combination of both. The super withdrawal option that you choose may affect the amount of tax you pay. Here is information from the Australian Tax … Continue reading

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