Thomas Jacks, Author at Watkins Financial Services - Page 4 of 10

About Thomas Jacks

Thomas Jacks BCom (Acc), SMSF SpecialistTM, Adv. Dip F.S. (FP)

“I want to be able to assist clients with their investment and retirement planning by providing real strategy advice. It’s my aim to not only help my clients but to educate them by addressing the entire picture”

Thomas has had over five years’ experience in the Financial Services industry and dealing with Self Managed Super Funds (SMSFs). He studied a Bachelor of Commerce at the University of Queensland, majoring in accounting. On completion of his degree, Thomas decided to move into the financial services industry as he wanted to help people gain more control over their investments retirement savings. He saw a need to make sure clients are getting the appropriate advice. He is a passionate Rugby Union fan and follows the QLD Reds.

Thomas is a member of the SMSF Professionals Association of Australia (SPAA).He has undertaken testing of his SMSF knowledge and regulatory requirements as well as being assessed on ethical practices to ensure best standards are adhered to. Thomas has earned the qualification of an SMSF SpecialistTM and is committed to maintaining his SMSF competence and expertise through ongoing professional development.

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

More Posts by Author...

New regulations will be implemented from 1 July 2014, prohibiting someone from applying for insurance inside superannuation that does not meet the superannuation (SIS) conditions of release. What does this mean? Going forward you will not be able to fund TraumContinue Reading...

For those of you who pay your credit cards late you’ve been warned. From 12 March 2014 Australia will introduce a new credit rating regime. Individuals will now be rated similar to companies, which banks and other lending facilities can use a quick referenceContinue Reading...

On the 20th of November 2013 the Government introduced a Bill to Parliament to change how the income from a super fund pension is assessed. Currently anyone on the Age Pension and withdrawing an Income Stream from their super fund has this income stream concesContinue Reading...

There are over ten different insurers in the market so it can be difficult for someone to know which policy to choose. There is advised insurance cover or direct insurance cover. This is a whole different conversation, however one thing to understand is that dContinue Reading...

1.       Increase to SG Contributions The minimum employer superannuation guarantee contribution increased from 9% to 9.25%. 2.       Higher Concessional Contributions Cap For those aged over 60 and over at any stage during the 2013/14 Financial YeContinue Reading...