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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
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    • Investing
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Living Longer – Making Your Retirement Savings Last

Will Your Retirement Savings Last? It’s no secret we are all living longer: female baby boomers have a 50% chance of living beyond age 90, and males a 34% chance.... read more →
  • October 11, 2011
  • Harlan Marriott
  • Newcastle Financial, retirement, superannuation

Sizing Up Your Super

There are changes afoot for your superannuation, so here are five ways to make more of what  you have. There are changes coming with the Federal Government’s review of the... read more →
  • September 27, 2011
  • Harlan Marriott
  • superannuation

Beware the rules of DIY super funds and residential property

DIY SUPER FUNDS & Residential PROPERTY In the new financial year, many DIY super funds will try to expand the diversity of their investment strategies. Including a residential property in... read more →
  • June 23, 2011
  • Harlan Marriott
  • Self Managed Super Funds, superannuation

The Changing Face of Superannuation

"With the changing face of superannuation, it is easy to understand the rise in the self-managed super arena."  So says Andrew Frith of The Self-Managed Super Specialists and the following... read more →
  • May 9, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle, superannuation

Why Give Away Your Money?

"Why give away your hard-earned money to the Government when you don't have to?" asks superannuation specialist Andrew Frith of The Self-Managed Super Specialists.  Andrew was commenting on the SuperRatings... read more →
  • May 2, 2011
  • Harlan Marriott
  • superannuation

An Ageing Population

We Are All Part of An Ageing Population According to the United Nations Population Division, we are all living through a period of ageing population that is unparalled in the... read more →
  • April 28, 2011
  • Harlan Marriott
  • Financial Planning, Self Managed Super Funds, superannuation

Superannuation Guarantee Charge Bill and Discussion Papers

The Federal Opposition has introduced a private member’s Bill — the Abolition of Age Limit on Payment of the Superannuation Guarantee Charge Bill 2011 — into the House of Representatives... read more →
  • April 25, 2011
  • Harlan Marriott
  • superannuation

Changes to valuation methods of certain superannuation interests

Following Ammendments commenced on 11 January 2011 The Federal Attorney-General, Robert McClelland, has issued three legislative instruments in relation to the methods used for valuing certain superannuation interests which can... read more →
  • March 3, 2011
  • Harlan Marriott
  • superannuation

What is a Self Managed Super Fund?

SMSFs (Self-Managed Super Funds) are sometimes referred to as "Do It Yourself" (DIY) super funds.  Similar to other superannuation funds, SMSFs invest contributions made by members, provide benefits to members... read more →
  • February 21, 2011
  • Harlan Marriott
  • Newcastle Financial Planning Advisor, superannuation

Retiree Costs Down – But Only Slightly

  According to the latest Westpac ASFA Retirement Standard the annual budget needed by Australians to fund either a comfortable or modest standards of living in the post-work years has... read more →
  • December 26, 2010
  • Harlan Marriott
  • superannuation
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