Tag Archives: narre warren

Basics about Super – EOFY – End of Financial Year – Personal Checklist!!

Time is running out – as the End of Financial Year (EOFY) approaches, it’s time to use a checklist to have a review and ensure all is in order and all ACTIONs taken by 30 June deadline, as well as … Continue reading

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MASTERCLASS Investment – ROC – Why Return on Capital Employed is Important

The formula (or ratio) for Return on Capital (ROC) is similar to Return on Equity (ROE) but ROC takes into account long-term debt. We wrote about this HERE. An investor looking for long term investments should consider quality, as well … Continue reading

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The ATO has updated its valuation guidelines in order to clarify when a reasonable estimate can be used for valuing pension assets when reporting to the ATO

SMSF Advisor reports – In an updated version of its valuation guidelines, the ATO has clarified that SMSF professionals and their clients can use a reasonable estimate for determining the value of assets that support a pension when reporting to … Continue reading

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Masterclass SMSF – Year End Checklist – 12 Tips for EOFY End of Financial Year – start now!

Time is running out – only days left to the End of Financial Year (EOFY), it’s time to have a review to ensure all is in order and all ACTIONs taken by 30 June deadline, as well as collecting papers, … Continue reading

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MASTERCLASS Investment – 3 more Top Tips for End of Financial Year SMSF planning

Preparing for the end of year is an important stage as an investor. We wrote 3 tips last week. Here are another 3 tips for end of year investment strategies to set up well for the end of financial year. … Continue reading

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MASTERCLASS Investment – Top 3 Tips for End of Financial Year SMSF Planning

The importance of preparing for the end of financial year (EOFY) is a crucial stage as an SMSF investor, as many actions MUST be completed before 30 June!! Here are 3 actions for end of year investment strategies to set-up … Continue reading

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Pensions Centrelink – Earn more before aged pension is affected – Work bonus increase from 1 Jul 2019

The Government has announced a Work Bonus increase from 1 July 2019 – which means you can earn more before your aged pension is affected – great news! The Work Bonus is increasing. Centrelink will also apply it to self-employment … Continue reading

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