Category Archives: SMSF Investing

MASTERCLASS Investment – Franking Credits, Franked Dividends, Imputed tax credits – what they mean

In Australia and several other countries, if a company pays tax on the profit/earnings and distributes some or all to shareholders as dividends, they are known as Franked Dividends. If the corporation has not paid tax, they are Un-Franked Dividends. … Continue reading

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MASTERCLASS Investment – Cash and Accrual Accounting – What is the difference?

Cash and Accrual accounting are the 2 ways companies report on their financial statements. And when planning for SMSF investing, understanding them is a foundation to reading the financials of a company. Cash accounting records receipts are recorded during the … Continue reading

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MASTERCLASS Investment – What is GAAP – ie What are Generally Accepted Accounting Principles (GAAP)?

Companies listed on the Stock Exchange in Australia finish half-year reporting at the end of February and August. A common phrase “Generally Accepted Accounting Principles” (GAAP) consists of three important sets of rules: (1) Basic accounting principles and guidelines; (2) … Continue reading

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MASTERCLASS Investment – Difference between Fundamental and Technical Analysis in Share Investing?

Investors in shares can tend to fall into 2 groups – fundamental analysis and technical analysis, but we have come to learn and to understand what benefits BOTH stock-analysis disciplines, both fundamental and technical, can bring for increased share-market investment … Continue reading

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MASTERCLASS Investment – What are “Share Market Indices/indexes”?

This month Masterclass Investment looks at what is a share market index (indices plural) – these are values or broad measure summaries of a group of shares, which may be over the whole market in Australia (ASX), or sectors (eg … Continue reading

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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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MASTERCLASS Investment – What is PEG – Price to Earnings Growth

In an earlier Masterclass we covered the PE Ratio – Price to Earnings Ratio. From that, a variation of PE is the growth of the PE – ie PE growth. This takes into account the stock’s value while considering the … Continue reading

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