Tag Archives: Berwick

Masterclass SMSF – Super Rollover to SMSF – Tips to note

A rollover is when you transfer all or part of your super to another registered super fund. You can accept an SMSF Rollover from your commercial super funds (or other SMSF), but it is important to ensure the details are … Continue reading

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NEWS – Retirement reforms do not require major changes – Rice Warner

The current Retirement Income Review in Australia is looking at the system and what improvements may be required, but one actuary firm says the reforms do not require major changes. Darin Tyson-Chan at SMSmagazine reports – Submissions to the Retirement … Continue reading

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MASTERCLASS Investment – What is the Current Ratio and what does it tell us?

The Current Ratio formula gives a value which is one of a group called “liquidity ratios” and shows a company’s ability to pay its short-term obligations (note – short term refers to the next 12 months.) In other words it is … Continue reading

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Basics about Super – Super as well as SMSF for Business Owners – How it works in Australia

When a Business Owner employs staff, you have a legal obligation to provide Superannuation in most cases. Here we explain Superannuation in Australia, what we all need to retire comfortably, what we need in super to achieve it, how Self-Managed … Continue reading

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Masterclass SMSF – New reporting on Annual Returns where LRBA made after 1 July 2018

Recently the ATO announced that a legislative change relating to certain limited recourse borrowing arrangements (LRBAs) counting towards a member’s total superannuation balance (TSB) had been enacted with a retrospective start date of 1 July 2018. From the ATO website – This new … Continue reading

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NEWS – Increased scrutiny of the regulator – ATO – good for the SMSF sector

The increased scrutiny of SMSFs by the ATO has been positive for the sector and will add to its long-term success, according to SMSF technical specialist Heffron, which also praised the regulator for its work to date. Heffron managing director, … Continue reading

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MASTERCLASS Investment – What is the Quick Ratio and how to calculate Quick Ratio

One helpful ratio for business financial health check, is the Quick Ratio formula – it is an indicator of a company’s short-term liquidity position and measures a company’s ability to meet its short-term obligations with its most liquid assets. (Usually within 3 months or … Continue reading

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