borrowing to invest Tags - Watkins Financial Services

SMSF Trustees who have established a limited Recourse Borrowing Arrangement(LRBA) with a loan from a related party should ensure the terms of the loan are made on an arms-length basis by 30 June 2016. Where the terms of the loan and the ongoing operation of tContinue Reading...

1. Take an interest Most people under the age of 40 don’t take an active interest in their superannuation as they cannot touch it for a number of years. Therefore majority of people have their money invested in default superannuation options and have no ideaContinue Reading...

On 17 November 2014, the Australian Taxation Office (ATO) confirmed their stance that superannuation funds are unable to use cross-insurance arrangements. These types of strategies may have been used when trustees of a Self Managed Super Fund (SMSF) purchased Continue Reading...

We are well into the Australian reporting season and, if the previous three weeks are a guide, investors’ infatuation with dividends will continue its rollicking time. About two-thirds of the companies listed on the ASX 200 have now reported. UBS Capital offContinue Reading...

With the RBA cash rate at 2.50% and term deposit rates around 3.60% it’s now more important than ever to look at investments such as shares and property to grow your wealth. Recently the big four banks reduced their five year fixed loans to under 5%. This meContinue Reading...

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