Broadwater Financial

Broadwater Financial Accountants and Financial Planners. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer.

Broadwater Financial is committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed! (Disclaimer: The information provided on and made available through this websi

te does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain professional advice before making any decision in relation to your particular requirements or circumstances)

24/02/2015

Just returned from Darwin. Got some great clients up there and good to meet with them.

12/02/2015

A SMSF is one of the most tax effective investment vehicles! There is an ability to transfer your personal assets into the fund through what is called an in-specie contribution. There are limits but it is worth considering.

12/02/2015

A benefit of having your own SMSF is the ability to manage your investment portfolio to suit your specific needs. As an example you can take advantage of franking credits when the super fund is in pension mode, and receive back all the tax you paid on your dividends received by the superfund. The ultimate benefit is that you have control of your super in a SMSF!

Address

Suite 7, 2 Elliott Street
Surfers Paradise, QLD
4218

Telephone

+611300655065

Website

Alerts

Be the first to know and let us send you an email when Broadwater Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category