Tag Archives: Masterclass SMSF

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 – Borrowing in SMSF – Careful with Apartments and Car Parks!

Last month we covered an overview of the Cans and Can’ts with Borrowing in an SMSF. CAUTION – However when it comes to apartments, be careful – get the facts BEFORE you commit! Several clients have found that when the … Continue reading

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Masterclass SMSF – Collectables Regulations – Keeping compliant

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. The new regulations began in July 2011 with a deadline … Continue reading

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Masterclass SMSF – Risk Profile – Importance and tools to assist but cautions to consider

Part of compliance for SMSF trustees is the Investment Strategy, which considers the investment risk – but you also need to keep in mind each member’s Risk Profile as well as the importance of it – here we also look … Continue reading

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MASTERCLASS Investing – Property Investing is more successful when thinking National, not Local

One of our Business Partners, Property Friends, explains why property investing is more successful when you are thinking National, not local when looking for areas to invest – Regular readers of our newsletter will know of our nationwide search for … 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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SMSF Basics – How an SMSF is set up

Setting up an SMSF is an important decision and has several considerations BEFORE you decide an SMSF is for you, or have had discussions with your financial or tax agent advisor and conclude an SMSF may be a suitable part … Continue reading

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