David Watkins, Author at Watkins Financial Services

About David Watkins

David has had over 20 years experience in Financial Planning, advising large and small Wealth Accumulators, Retirees, Small Business owners over a variety of Industries, Age Pension recipients and clients Insurance needs.

In the mid 90’s David became a part of a select few advisors who commenced recommending clients to establish Self Managed Super Funds (SMSF) to take control and have the flexibility over their super. Many of his clients have been successfully operating their SMSF’s over a number of years and have taken advantage of the many different strategies offered by these funds. Now, more younger people are establishing their fund to take advantage of using their super by borrowing to invest and create wealth over the long term.

David continues today to specialise in the SMSF arena and not only advises clients but acts as a mentor and educator to trustees on compliance issues and strategy planning.

Since becoming a financial adviser, he has witnessed several sharemarket crashes and booms, the Asian meltdown, the Tech crash, Property trust bust, Global Financial crisis and of the course the ‘boom times’ from 2000 -2007. Client Investments today are focussed on Shares, Electronic Traded Funds (ETF’s), Real Estate, rather than just Managed funds.

David works closely with his clients and values excellence in client services and is considered a trusted adviser.

Experience
Over 20 years year’s experience in Financial Advising in Retirement Planning, Wealth Creation and Insurance.
Over 14 years experience in Self Managed Super Fund strategies and Compliance.
Since early 2000 has been advising on Shares

Qualifications
SMSF SPECIALIST ADVISORTM
CFP, Dpl. Fin Planning

    Find more about me on:
  • facebook
  • googleplus
  • linkedin
  • twitter
  • youtube

More Posts by Author...

The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament. Amongst those changes was the introduction of a $1.6 million transfer balance cap which limits the tax exemption for assets funding superannuation pensions. ThisContinue Reading...

Many young professional couples have the repayment capacity but not the saving capacity to buy their first home. If parents or grandparents can help them get the deposit they may be able to move into a purchase decision. According to Mortgage Choice’s 2016 AContinue Reading...

Common sense finally prevails! Many people made it known to Coalition party members around the country that the superannuation proposals in the Budget were complete and utter nonsense and needed to be radically changed. It took a long time for the Treasurer (MContinue Reading...

The SMSF Association and CBA recently produced a report indicating that more than half of SMSF members do not have an up-to-date Will or a succession plan. This report surveyed 801 SMSF trustees, as well as 535 individuals without an SMSF, and found that whileContinue Reading...

They won’t move out of home! Are they exempt from superannuation death tax? Given the rising cost of housing, adult children are living with their parents for longer and parents have more in superannuation than ever before. We are witnessing more adult childContinue Reading...