Category Archives: Uncategorized

Centrelink – The MyGov account for centralized assistance

The Department of Human Services website explains – Your myGov account gives you: Secure access to a range of government services using one username and password; A single inbox for your messages from Centrelink, Medicare, Child Support and the Australian … Continue reading

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CASE STUDY – Tradie and Animal Carer Wanted Peace of Mind

Phillip was a tradie running his own business, and his wife was an animal carer, but they need to build for retirement, and their plan was to be able to take control of their super and aim to retire early. … Continue reading

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MASTERCLASS Investment – Financial Health Part 2 – Difference between Fundamental and Technical Analysis in Share Investing

Following previous post –  Part 1 – Key ways to analyse it we look at Part 2 – Investors in shares can tend to fall into 2 groups – fundamental analysis and technical analysis, but we have come to learn and to … 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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