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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

Purchasing a property later in life

Home ownership continues to be our Great Dream, yet according to Domain.com.au, many of us are investing in bricks and mortar much later in life. So, what does it take... read more →
  • October 13, 2017
  • Harlan Marriott
  • age pension, Lifestyle, property

A word about property

This article explains property as an investment asset class, comparing it to share investing. It covers the characteristics of property, touches on tax issues and recommends awareness and research. The... read more →
  • January 3, 2017
  • Harlan Marriott
  • property

When was your last financial review?

The months seem to fly past in a blink of an eye with another new financial year on the horizon again – it’s almost another financial year gone!   Almost... read more →
  • June 5, 2015
  • Harlan Marriott
  • financial advice

Capital gains at end of financial year

The end of financial year is a good time to think about your capital gains and losses for the year. Timing and planning are everything when it comes to minimising... read more →
  • May 20, 2015
  • Harlan Marriott
  • CGT

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

Borrowing Strategies for a SMSF

SMSF members wanting to expand their investment portfolio are able to borrow money through their SMSF to purchase these assets. Assets available to an SMSF include property, as well as... read more →
  • July 1, 2013
  • Harlan Marriott
  • Self Managed Super Funds

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  • Testimonials
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Recent Post

  • Frequently asked questions about superannuation June 9, 2021
  • Investment Strategies For Your Super May 5, 2021
  • The rise of ethical investments April 27, 2021
  • What financial mistakes have you made? March 18, 2021
  • Economic Update March 9, 2021
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