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Company balance sheet analysis

Peter Switzer

Hi Peter, I am not sure if you have run with this before — but just listening to the talk by Mr Murray from Perennial Value Management about how important it is to evaluate each company’s Balance Sheet to assess it’s financial value — I wondered whether you have ever run a session for those investors who aren’t accountants to show what to look for when looking at a Company Balance Sheet? Not just to talk about it, but to show an actual Company Balance Sheet and the critical figures (columns) that one should look for. Even if you have in the past, I’m sure that kind of thing bears repeating every few years.


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Calculating SMSF performance

Paul Rickard

Paul, thank you for your performance article. You mention that because funds in person mode don’t pay tax you expect an additional 15% in performance. But, funds in pension mode are withdrawing funds (the pension) on a regular basis and in some cases large sums, so actual final balance $’s are a bit misleading. Should I simply adjust the balance to add the pension withdrawals back in and calculate from there?

 


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WAM Capital a good buy?

Paul Rickard

Is Wam Capital Ltd a good buy ? considering the F16 results.
*Capital profit increased to 85.7%
*A fully franked full year dividend of 14.5 cents per share giving a 6.3% dividend yield.


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