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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
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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

More reasons to have a SMSF

More Reasons to have your own Self Managed Super Fund The Superannuation Complaints Tribunal's latest annual report shows that more than half of the complaints they received for the 2010-11... read more →
  • January 26, 2012
  • Harlan Marriott
  • Financial Advisor In Newcastle, Newcastle Financial, Self Managed Super Funds

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

SMSF Trustees

SMSF Trustees find ATO Refreshingly Helpful According to Andrew Frith of the Self-Managed Super Specialists, headquartered in Newcastle NSW, it was refreshing to hear the Commissioner of Taxation, Michael D'Ascenzo,... read more →
  • March 31, 2011
  • Harlan Marriott
  • Self Managed Super Funds

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

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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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