Borrowing To Invest Category - Page 2 of 3 - Watkins Financial Services

  Here are the top ten common mistakes we see SMSF Trustees make regarding SMSF loans.   Failing to engage the right advice team. Poor selection of the investment property (asset). Contracts in the wrong name – your SMSF is buying the property – Continue Reading...

There are a number of other strategies that you can implement before 30 June to improve your tax position such as: Prepay interest on a fixed investments loan – by prepaying 12 months interest enables you to bring forward a tax deductible expense. Selling asContinue Reading...

Short answer – definitely not. While interest rates remain low investors will continue to favour stock that produce attractive levels of fully franked income e.g. the big four banks, Telstra etc. We see this across a number of our clients who are receive a pContinue Reading...

Legislation allowing Self Managed Super Funds (SMSFs) to borrow has encouraged a growing number of SMSFs to use borrowed money to gear into property, both commercial and residential, via a limited recourse borrowing arrangement (LRB). Limited recourse essentiaContinue Reading...

A great article by Bina Brown on page 28 of the weekends Australian Financial Review (2-3 November 2013). Bina writes how younger investors are using margin loans to create wealth and a deposit for their first home. This is the type of strategy we have been imContinue Reading...