Insights

Investing in property is a very popular option in Australia. In some cases, a Self-Managed Superannuation Fund (SMSF) can borrow funds in order to purchase assets it doesn’t currently have the cash to purchase outright. In other cases, the SMSF has sufficient funds to buy a property as well. Why...

David Henriksen

Senior Financial Adviser

Newcastle, Sydney

Insights

Why people choose to have a self-managed super fund

I often get asked, “When should I consider having a Self-Managed Super Fund (SMSF)?”. The answer is it depends on your circumstances as well as other factors. Some of the key reasons why people do have or consider an SMSF include: Cost savings – With a consolidated super balance between...

David Henriksen

Senior Financial Adviser

Newcastle, Sydney

Insights

Superannuation contribution limits

When building wealth for retirement or even building wealth for your future there are many options. Traditionally if people want to hold their wealth in tax effective structures, they consider placing money into their super accounts due to the low tax environment of only 15% on earnings. This is, however,...

David Henriksen

Senior Financial Adviser

Newcastle, Sydney

Insights

What Is TBAR reporting and how is it affecting self-managed super funds?

SMSFs now need to comply with new reporting requirements imposed as a result of legislative changes that came into effect from 1 July 2017. These new reporting requirements are referred to as Transfer Balance Account Reporting (TBAR) and require some SMSFs to report events during the financial year instead of...

David Henriksen

Senior Financial Adviser

Newcastle, Sydney

Insights

Death and your superannuation entitlements

Superannuation benefits are not automatically part of a person’s will. Upon the death of a member, the trustees of the superannuation fund need to identify to whom the member’s benefits should be paid. In most cases, death benefits are paid directly to the deceased’s dependants rather than through the estate....

David Henriksen

Senior Financial Adviser

Newcastle, Sydney

Insights

SMSF friendly 2018 – 19 Federal Budget

An SMSF friendly budget is the good news coming out of the 2018-19 Federal Budget. With SMSF members still working through the wide-reaching and complex superannuation changes which took effect from 1 July 2017, this Federal Budget will provide much needed stability while looking to reduce costs for SMSFs and...

David Henriksen

Senior Financial Adviser

Newcastle, Sydney

Insights

Bitcoin: What is it and can an SMSF invest in it?

Bitcoin is said to have been invented by an unknown person or group of people under the name Satoshi Nakamoto and released in 2009 as an open-source software working on the blockchain basis. Bitcoin is one of many digital currencies (cryptocurrencies) and is one of the most publicised cryptocurrencies at...

David Henriksen

Senior Financial Adviser

Newcastle, Sydney

Insights

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