Tag Archives: Investments

MASTERCLASS Investment – What is ROE – Return on Equity – and what is good return on equity?

An important and often-used ratio that investors like to look at is the Return on Equity (ROE) of a company especially when compared to it’s industry average. What is return on equity? From the Balance Sheet, we have learned that … Continue reading

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MASTERCLASS SMSF – Franked income Australia and how it works in Super to advantage!

Franked income, such as franked dividends and in some cases trust distributions, can offer significant advantages when managing your self-managed super fund (SMSF)s tax liability in Australia.  It is another example of the benefit of taking control of your super … Continue reading

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MASTERCLASS Investment – Franking Credits, Franked Dividends, Imputed tax credits – what they mean

In Australia and several other countries, if a company pays tax on the profit/earnings and distributes some or all to shareholders as dividends, they are known as Franked Dividends. If the corporation has not paid tax, they are Un-Franked Dividends. … Continue reading

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MASTERCLASS Investment – Cash and Accrual Accounting – What is the difference?

Cash and Accrual accounting are the 2 ways companies report on their financial statements. And when planning for SMSF investing, understanding them is a foundation to reading the financials of a company. Cash accounting records receipts are recorded during the … Continue reading

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MASTERCLASS Investment – What is GAAP – ie What are Generally Accepted Accounting Principles (GAAP)?

Companies listed on the Stock Exchange in Australia finish half-year reporting at the end of February and August. A common phrase “Generally Accepted Accounting Principles” (GAAP) consists of three important sets of rules: (1) Basic accounting principles and guidelines; (2) … Continue reading

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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 Accrued Revenue / Sales / Income?

Revenue is the amount of sales a company actually makes over a specific period, including discounts and deductions for returned sales, etc. It is the “top line” or “gross income” figure from which costs of goods are subtracted to determine … Continue reading

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