Category Archives: Uncategorized

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 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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Masterclass SMSF – What happens with an SMSF Member death with a Non-Commutable Death Benefit Pension

What happens with an SMSF member  with a Non-Commutable Pension (cannot take out lump sums or withdraw the full amount) who has recently re-married, and on her death wants to have the income distributed to her spouse, but on the … Continue reading

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NEWS – Withdrawing funds illegally from an SMSF is a top recurring trend

Krystine Lumanta at SMS Magazine reports – Trustees withdrawing funds illegally from their SMSF was a top recurring trend throughout last year and was expected to continue in 2016, according to an SMSF auditor.  “During 2015, the same issue has cropped … Continue reading

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MASTERCLASS Investment –Company Health Ratios – Profit Margins

In the Profit & Loss Statement or Income Statement, (one of the 3 Financial Reports Companies issue) there are four levels of profit or profit margins – Gross profit (after cost of sales deducted from sales/revenue), Operating profit (after expenses … Continue reading

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Pensions / Income Streams – The Basics for Self-Managed Super SMSF

Starting a pension or income stream in your SMSF (and there are similarities with the big commercial super funds as well, as we are all under the same law – SIS Act – Superannuation Industry Supervision Act 1993) requires certain … Continue reading

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