Tag Archives: hallam

NEWS – ATO proposes to include SMSFs in Real-Time reporting

As SMSF trustees who run their Self-Managed Super Fund (SMSF) we need to keep up with new developments to stay up to date and be prepared and proactive. With the moves towards integrity and accuracy in the superannuation industry in … Continue reading

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MASTERCLASS Investment – What is PEG ratio in stocks – Price Earning Growth Ratio?

In our previous Masterclass we covered the PE ratio – Price to Earnings Ratio and how it works. A variation of PE is the growth of the PE – ie PEG. This takes into account the stock’s value (PE) while … Continue reading

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Centrelink – Travel Voucher Changes for WA and VIC

Have a pension with Centrelink? Then note, you won’t get travel vouchers sent with your Pensioner Concession Card anymore from January 2020 in states of WA and VIC. The Human Services website explains more – As a pensioner, you can … Continue reading

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SMSF Basics – What is SMSF (Self Managed Super Fund) and what types are there?

Self-Managed Super Funds (SMSF) are one type of super fund similar to the commercial public funds, in that they are trusts. Super funds can be in 3 forms – Independent large super funds such as retail, industry, bank and financial … Continue reading

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Masterclass SMSF – Non-commutable pension and death of an SMSF member – complex stages

What happens with an SMSF member account  with a Non-Commutable Pension (which means you cannot take out lump sums or withdraw the full amount) who has recently re-married, is the single-member in her SMSF, with the new husband as the … Continue reading

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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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