Tag Archives: SMSF Investing

MASTERCLASS Investment – 3 more Top Tips for End of Financial Year SMSF planning

Preparing for the end of year is an important stage as an investor. We wrote 3 tips last week. Here are another 3 tips for end of year investment strategies to set up well for the end of financial year. … Continue reading

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MASTERCLASS Investment – Top 3 Tips for End of Financial Year SMSF Planning

The importance of preparing for the end of financial year (EOFY) is a crucial stage as an SMSF investor, as many actions MUST be completed before 30 June!! Here are 3 actions for end of year investment strategies to set-up … Continue reading

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Masterclass SMSF – What does an “In Specie” Transfer or Contribution mean?

An “In Specie” transfer or contribution is a way of moving an asset into a Self-Managed Super Fund by ownership without having to actually sell the asset for cash. “In Specie” is a Latin term meaning “in the actual form”. … Continue reading

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MASTERCLASS Investment – How to avoid companies with low Return on Equity (ROE)

Each year, in his annual report to shareholders in Berkshire Hathaway, Warren Buffet tells of the type of companies he is looking for, one of which is “businesses earning good returns on equity while employing little or no debt”. He says companies … Continue reading

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MASTERCLASS Investment – What is Return on Equity (ROE) – What is a good Return on Equity?

The Return on Equity (ROE) of a company especially when compared to it’s industry average, is a common ratio investors use to evaluate a stock. What is return on equity? From the Balance Sheet, we have learned that Equity is … Continue reading

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Masterclass SMSF – Winding up and SMSF – Reasons and what steps are required

Many reasons can lead to a decision to close or wind-up your SMSF – but if a change of trustee is the issue, there may be strategies you can apply to keep the SMSF running, as we wrote HERE. However … Continue reading

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Masterclass SMSF – Insurance in super – What is allowed and what is not – and how you access it

Part of the Trustee compliance responsibilities include consideration of holding insurance in SMSF but need to know what is possible and what is not (section 4.09 (2(e)) Superannuation Industry (Supervision) Regulations 1994). However trustees are not compelled to take it … Continue reading

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