Tag Archives: narre warren

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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Masterclass SMSF – New Tax Year Quick-Plan Guide

Here is a Quick-Plan Guide of essential things to plan ahead for the year with your SMSF: 1.     Employment Super Contributions (Concessional) in the SMSF bank account If you want to claim super contributions in this tax year, organise via … Continue reading

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MASTERCLASS Investment – What is Return on Assets (ROA) – what it means and how to calculate

Return on Assets (ROA), is a ratio (which means one figure divided by another) measuring the profitability (return) as a percentage of the operating assets – it means we are comparing profit to assets. ROA is an indication of a … Continue reading

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Pensions Centrelink – Pension Loans Scheme has changed 1 July 2019

As of 1 July 2019, the human services websites says you can apply for the Pension Loans Scheme (PLS) even if: You’re getting the maximum rate of pension; You have a payment rate of $0 under both the income and … Continue reading

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NEWS – New Audit Information required on SMSF Tax Returns

New mandatory audit information will be required for the first time from this year. SMSFs completing their annual return will need to include mandatory auditing information, which up until now was only required in limited circumstances. Hrishikesh Joshi at Self … Continue reading

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

Time is running out – only days left to the End of Financial Year (EOFY). Here is a recap of our posts last and this month, for SMSF and Personal checklists, with an extra notice about cut off dates (item … Continue reading

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