Self Managed Superannuation Category - Page 2 of 6 - Watkins Financial Services

Preparing for Loss of Capacity – It Can Happen at any Age   Many of our aging population are Trustees of a self-managed super fund (SMSF). At some point, one or more members of an SMSF may become temporarily or permanently incapacitated due to illness, aginContinue 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...

Dividends are great for investors as decent dividends auger well for earnings growth, they provide a degree of security in uncertain and volatile times, they are likely to compromise a relatively high proportion of returns going forward and they provide a relaContinue Reading...

Finally, we have witnessed an increase in both concessional and non concessional contributions into super commencing 2014/2015 year. The amount of concessional contributions that may be made by a member to their SMSF has increase from $25,000 to $30,000, whileContinue Reading...