Self Managed Super Funds

Self Managed Super Funds

Superannuation at Tax Time

Superannuation at Tax Time
Why should you consider investing in your super?
With bushfires and now the coronavirus (COVID-19) pandemic, the Australian and global economy has been given quite the shake up. With everything else going on, the end of the financial year is not being considered by many.

However, the end of financial year is the […]

Superannuation Changes from July 2017 – Newcastle Finance

How Will Superannuation Changes Impact on You?
We cover some of the factors to be aware of given changes have just passed in parliament and are due to become superannuation law.

Earlier this year, the Federal Budget announcement included a proposal to introduce changes to super bigger than the likes of anything we’ve seen in almost […]

Thinking About Managing Your Own Super? Newcastle SMSF

If you’re wondering “what’s involved in self managed super and whether it’s a good option for you’, here are some things to consider.

There’s a lot to consider when it comes to managing a self managed super fund (SMSF). Setting up a compliant fund and managing your investments takes time and can give you the […]

Getting Home Loans and off the Property Waiting Game?

Reader Shafiq Akbari asks Dr Shane Oliver about his thoughts on this.
What advice would you give first home buyers playing the waiting game with the property market and putting off getting a home loan? Is it a case of ‘What goes up must come down’?

We’re constantly hearing speculation in the media […]

Superannuation and Achieving a Comfortable Retirement – Newcastle

Many Newcastle women dream of a retirement where they can kick back and relax, do whatever they like and be free from the demands of others – actually focusing on caring for themselves. But this step often means being free from financial worries or concerns and for a large proportion of women, the prospect […]

Using Your SMSF to Invest in Your Retirement

If you are looking for a way to bolster your retirement savings, then investing in business premises through your self-managed super fund may well be the answer.Since 2007, SMSFs have been able to borrow money to fund the purchase of assets including property, shares and managed funds through limited recourse loans.i

Limited Recourse Loans
Limited recourse […]

Retirement Planning – Brad Lonergan BMK Financial Services

If you’re looking for a Financial Planner in Newcastle, Hunter or Sydney regions then Brad Lonergan from BMK Financial Services can assist you with all your Insurance needs.
He has a broad range of experience over the past 15 years in the Financial Planning industry working with various organizations including the big four banks and […]

Am I Too Young for an Self-Managed Super Fund?

If you’re under 55 and thinking about setting up a self-managed super fund (SMSF) you’re not alone. SMSFs are being established by younger Australians wanting greater control over their super. In March 2014, younger people represented 75% of new SMSF membersi.

Before deciding if an SMSF is right for you, consider some of these important […]

Investing in Your Future with Superannuation

What is superannuation?
Superannuation, or ‘super’, is a way to save money for your future. It is important to understand how much super you’ll need, and how to best manage the money for your retirement.

Through super, you can hold a wide range of investments such as shares, property and cash.

Superannuation is attractive because it receives […]

Self Managed Super Funds – The Road to Retirement

Self managed super funds can put you in the driver’s seat, offering a level of control over your retirement savings that is increasingly attractive to people in Newcastle and to all Australians.

Self managed super funds (SMSFs) have grown in popularity over the years with latest figures showing they account for 31.4 per cent of […]