Tag Archives: narre warren

MASTERCLASS Investment – Difference between Debt and Liabilities

Investors can sometimes mention liability or debt when they mean the same thing. However more precise – debt refers to borrowed money liabilities to an obligation of any kind, such as loans, tax or employee super But when using and comparing company … Continue reading

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SMSF Basics – How to set up SMSF – Self-Managed Super Fund

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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Masterclass SMSF – BDBN – Binding Death Benefit Nominations that allow more complex planning

Last month in our previous post talked about the basics of super death benefit nominations, how tax applies and how they work in general and now we look at how they work for complex estate plans. If the self-managed super … Continue reading

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NEWS – Maintain super fund choice and sole purpose

Certain characteristics currently embodied in the retirement savings framework, such as fund diversity (free choice of super fund) and the system’s sole purpose (savings for retirement) need to be maintained, according to a panel of senior executives. Speaking during a panel session … Continue reading

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MASTERCLASS Investment – What is Debt to Equity Ratio and how Investors can use it

When looking for financially strong companies to invest in, one fundamental ratio, Debt to Equity (D/E) gives us a measure of a company’s financial leverage (borrowings) calculated by dividing its total liabilities by stockholders’ equity. It indicates what proportion of equity and debt … Continue reading

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Centrelink – The MyGov account for centralized assistance

The Department of Human Services website explains – Your myGov account gives you: Secure access to a range of government services using one username and password; A single inbox for your messages from Centrelink, Medicare, Child Support and the Australian … Continue reading

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Masterclass SMSF – How super death benefit nominations work and how binding applies

When an SMSF member has died, your super (applies whether in commercial fund or SMSF), is NOT controlled by your WILL. It is controlled by a nomination and the surviving SMSF trustees must comply with the applicable super and tax … Continue reading

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