Tag Archives: Berwick

CASE STUDY – David & Kate – Help with Administration

David and Kate already had set up their Self-Managed Super Fund (SMSF). Over time though, the administration tasks and collecting documents together for the preparation of year-end accounts was not what they found easy to achieve – which is similar … Continue reading

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MASTERCLASS Investment – What is EPS – Earnings Per Share Ratio?

Earnings Per Share (EPS) is a measure of the company profit compared to the shares of its common stock. The result serves as an indicator of a company’s profitability. It is common for a company to report EPS that is … Continue reading

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Basics about Super – Raise the superannuation guarantee above 9.5% for adequate retirement nest egg – research finding

Do we need to raise the superannuation guarantee above 9.5% to provide an adequate nest egg? Will we have enough to retire comfortably, based on the current super saving system, where employers put aside 9.5% of your wages into a … Continue reading

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Masterclass SMSF – Collectables in Self-Managed Superannuation Funds

Investing in Collectables in Self-Managed Super Funds (SMSF) have certain Regulations around them that require you to be aware of new rules about storage and insurance to ensure you are keeping compliant. When new regulations began in July 2011 with … Continue reading

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NEWS – The $450 rule of no super to pay affects 400,000 people

If an employee earns less than $450 in a MONTH, there is no obligation to also pay any super for the employee, by the employer. But there can be people who work multiple part-time jobs and will miss out some … Continue reading

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MASTERCLASS Investment – PE – What is Price to Earnings Ratio and how do you use Price to Earnings Ratio

What is Price to Earnings ratio? – The PE of a stock (Price to Earnings Ratio) is a measure or ratio (one figure divided by another) using a company’s current share price compared to its earnings per share, also known … Continue reading

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Pensions Centrelink – New Means-Test Rules for Lifetime Income Streams

From 1 July 2019, new means test rules for lifetime income streams came into effect. The Department of Human Services explains more – The new rules change the way we assess lifetime income streams (LIS) purchased from 1 July 2019. … Continue reading

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