Category Archives: Masterclass Investment

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 Investment – What is Return on Capital – ROC – What does it mean and how to calculate return on capital?

Return on Capital (ROC) is similar to Return on Equity, ROE which we covered before, but ROC also includes capital costs as well as Equity. So what is Return on Capital and how do you calculate this rate of return? … 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 Investment – Difference between Debt and Liabilities

Investors can sometimes mention liability or debt when they mean the same thing. However more precise – debt refers to borrowed money liabilities to an obligation of any kind, such as loans, tax or employee super But when using and comparing company … Continue reading

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MASTERCLASS Investment – What is Debt to Equity Ratio and how Investors can use it

When looking for financially strong companies to invest in, one fundamental ratio, Debt to Equity (D/E) gives us a measure of a company’s financial leverage (borrowings) calculated by dividing its total liabilities by stockholders’ equity. It indicates what proportion of equity and debt … Continue reading

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