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Open up the Investment Potential of your Self Managed Super Fund (SMSF)

Superannuation has become more than a compulsory savings pool, it may provide you with a powerful wealth creation opportunity and is likely to be one of your most valuable assets.

Centre Capital can assist with the range of different strategies available to SMSF investors.

One such strategy that self managed superannuation investors can use is that of gearing (borrowing to invest). This may be a great strategy for those with a long term investment horizon and want to take advantage of the current share market weakness...but how?

One simple way to gain a cost effective leveraged exposure to increase the investment potential of your Self Managed Superannuation Fund (SMSF) is through instalment receipts on selected ASX-listed securities.

Key benefits of strategy

  • Leveraged exposure to over 100 ASX-listed Underlying Securities*
  • Simple, low cost and transparent structure
  • Flexible leverage of up to 50% on the portfolio of Underlying Securities
  • Income and growth potential
  • Variable and fixed interest rates available
  • Straight forward transacting
  • Minimum initial investment amount of $20,000
  • Limited recourse and no personal guarantees
Centre Capital can show you how.
Rob Coyte | Monday, August 30, 2010
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Where Is Your Super Invested?

RICE Warner Actuaries have released a report saying that superannuation will grow to $1,583 Billion by 2014. This will mean an average member balance of $78,000 at that point in time.

As can be seen these amounts of money are quite large and it always surprises me when people have no idea how their superannuation money is invested. Even when people know that it is in a fund of some sort they have no idea how the underlying fund invests their money.

Whilst raising concern it is important to also realise this does not have to be the case and that you can take hold of your superannuation and “control” where it is allocated. This means that you are only getting exposure to investment assets that are suitable for you and your circumstances. For this reason a large portion of our clients utilise Self Managed Superannuation a sector which is forecast to grow to over $400 Billion in next 5 years. We can show you how to get the advantages of such a super structure and take control of your money and your future.

Rob Coyte | Monday, March 15, 2010
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KRG have been providing accounting services in the Newcastle area since 1963.

Let KRG take the hassle out of your Self Managed Superannuation Fund needs.

KRG has a Newcastle based qualified team of SMSF administrators and accounting specialists to take care of all levels of SMSF requirements.

Our online capabilities allow us to provide SMSF administration in Newcastle, Central Coast, Hunter Valley, Sydney, Tamworth or anywhere where out clients may be located.

We offer two types of SMSF services:

Administration Only

Our unique service involves back office administration whereby we act as the “mailbox” for all your SMSF paperwork. This enables us to effectively and efficiently maintain your portfolio online without the hassle of contacting the SMSF client for paperwork and information. Our service enables you to log on to our website and view your portfolio at any given time.

It includes:

  • Daily unit price uploads
  • Comprehensive online reporting
  • Real-time investment performance reporting
  • Management of portfolio and CGT position and reconstruction

Our back office administration includes the establishment of new funds & performance of trustee duties. We provide SMSFs with the relevant paperwork to enable them to complete their annual regulatory requirements.

Full Service

In addition to the back office administration provided above, our annual SMSF Compliance, Reporting, Regulatory Tax Return & Audit includes:

  • financial and transaction statements,
  • regulatory tax return and audit,
  • members statements,
  • investment strategy documentation and minutes,
  • other relevant minutes and forms, and
  • full fund accounting and auditing workpapers.

Technical SMSF Assistance

We provide technical assistance with:

  • establishment of SMSFs,
  • establishment of corporate trustees,
  • establishment of pensions payment summary documentation, and
  • technical advice re your SMSF.
  • We also provide services for reporting to Centrelink and the ATO.

Other Services

Management Consulting

  • Business Improvement services

Taxation

We perform both advice and compliance services for:

  • individuals
  • partnerships
  • companies
  • trusts

Businesses

  • start-ups
  • valuations
  • tax & GST advice and compliance
  • business succession planning

GST

  • Business Activity Statements
  • Registration
  • Processing

KRG Contact Details

Phone

02 4947 9900

Fax

02 4947 9911

Email

krg@krgca.com.au

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