Monthly Archives: June 2017

MASTERCLASS Investment – What is Accrued Revenue / Sales / Income?

Revenue is the amount of sales a company actually makes over a specific period, including discounts and deductions for returned sales, etc. It is the “top line” or “gross income” figure from which costs of goods are subtracted to determine … Continue reading

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CASE STUDY – Peter over 50yo – Wanted to control his super

Peter ran his own business for many years and enjoyed the rush and buzz – like any business there were challenges and ups and downs. His children were grown up and married and supporting themselves – he chuckled as many … Continue reading

Posted in 2 Past Newsletter Topics, Case Studies of Clients, Retirement Planning, 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

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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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