Monthly Archives: March 2022

Masterclass SMSF – Binding Death Benefit Nomination examples of complex estate plans

Last month in our previous post I explained the basics of super binding death benefit nominations, how tax applies and how they work in general. Now we look at how they work for complex estate plans. If the self-managed super … Continue reading

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NEWS – Plan Salary Sacrifice AHEAD of June

A reminder to SMSF members to ensure to plan salary sacrifice contributions ahead, if you wish to allocate to your fund for this financial year so you are established well before 30 June. Chartered Accountants Australia and New Zealand superannuation … Continue reading

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MASTERCLASS Investment – PE – Company Heath Ratios Pt7 – Price to Earnings Ratio – What is it & how do you use it with investing

What is Price to Earnings ratio? – The PE of a stock (Price to Earnings Ratio) is another Company Health Ratio, a measure or ratio (one figure divided by another) using a company’s current share price compared to its earnings … Continue reading

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Pensions Services Australia – Age Pension eligibility – Income Test

Eligibility for the Age Pension requires meeting some criteria. One is the Income Test Income Test – Services Australia (formerly Centrelink) explains – Your income can reduce how much we pay you. We use the pension income test to assess … Continue reading

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