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Newcastle Financial Planners & Financial Advisors Newcastle Financial Planners & Financial Advisors
  • Home
  • About Us
    • Testimonials
  • Financial Services
    • Business Owners
    • Wealth Creation
    • Wealth Management
    • Financial Planning & Advice
    • Self Managed Super Fund (SMSF)
    • Superannuation advice
    • Retirement and Estate Planning
    • Investing
    • Wealth Protection & Insurance
    • Family Office
  • News
  • Contact
  • Accounting Firm

COVID-19 – Providing rental relief for the tenant in my SMSF property

The economic impacts of the COVID-19 crisis are causing significant financial distress for many businesses and individuals. If your SMSF has a property and a tenant in financial distress, you... read more →
  • April 3, 2020
  • Harlan Marriott
  • No Comments
  • Financial Advisor, Financial Advisor, Self Managed Super Funds, SMSF

An SMSF trustee decision for the long, long haul

One of the longest-term decisions many investors will make is whether to setup a self-managed super (SMSF) fund with individual trustees or a corporate trustee. It is a decision that... read more →
  • December 29, 2015
  • Harlan Marriott
  • SMSF

SMSFs – Who manages your super when you can’t

With a growing trend towards individuals managing their own superannuation through Self-Managed Super Funds (SMSFs), the estate planning aspect of SMSFs is becoming an increasingly important issue. For example, what... read more →
  • July 31, 2015
  • Harlan Marriott
  • SMSF

Is an SMSF right for you?

Self-managed super funds (SMSFs) are the largest and fastest growing super sector in Australia and for many good reasons. But before you start an SMSF, it’s important to weigh up... read more →
  • July 1, 2015
  • Harlan Marriott
  • SMSF

SMSF: How and why to diversify

Knowing exactly what needs to be considered before getting your asset allocation right inside (or outside!) a Self-Managed Super Fund (SMSF) is not just a smart move in terms of... read more →
  • March 26, 2015
  • Harlan Marriott
  • SMSF

Neglect SMSF liquidity at your peril

In this article, we look at the liquidity risk associated with holding fixed property in SMSFs, as well as some of the factors to consider when investing in these types... read more →
  • December 28, 2014
  • Harlan Marriott
  • SMSF

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  • Testimonials
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Recent Post

  • Starting Off Your Investment Journey January 18, 2021
  • Strategies for long-term investing December 14, 2020
  • Staying on track November 10, 2020
  • Embracing the fear October 5, 2020
  • Fight The Flight September 20, 2020

Contact Info

Head Office:
134 King Street
Newcastle NSW 2300
Australia
Offices in:
Sydney – Brisbane – Newcastle

Phone: 02 4926 2300 Fax: 02 4926 2533 E-Mail: success@leenanetempleton.com.au Web: www.leenanetempleton.com.au
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