Risky SMSF borrowing advice from real estate agents

The Institute of Chartered Accountants of Australia (ICAA) superannuation specialist, Liz Westover recently wrote of her alarm at some marketing material she received from a real estate agent promoting borrowing within a self managed superannuation fund (SMSF) to buy property. Westover wrote: "I was surprised and somewhat alarmed that some of the information provided was … Continue reading Risky SMSF borrowing advice from real estate agents

Margin call calculation

When you have a margin loan it is important to understand how much your portfolio value can fall before you receive a margin call. This article reveals the formula for calculating the percentage fall to trigger a margin call.