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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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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

Quick Cash & DIY Super Funds at Year End

During the lead up to the end of the financial year, many DIY super funds trustees are implementing new financial strategies. Because of this, there may be times when a... read more →
  • June 25, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle

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

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