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It’s estimated that by 2028 the Australian superannuation industry will be valued at close to $7 trillion*. A lot of this growth is forecast to come from the Self Managed Super Fund (SMSF) sector, which already has close to one million members across Australia.

Newcastle Financial Planning recognises and is embracing the growth in the superannuation and SMSF industry and has recently invested in SMSF specialist, Adam Hoskins. Adam will head up Newcastle Financial Planning’s SMSF division and brings with him close to ten years technical accounting experience having worked with a large portfolio of business and SMSF clients.

Adam has previously worked at SiDCOR Charted Accountants in Newcastle, MGI in Sydney and Bergkvist & Associates in Newcastle. He has a Bachelor of Commerce, majoring in Finance and Financial Accounting, is a Chartered Accountant and currently completing his Diploma of Financial Planning.

  • Australian superannuation industry expected to reach $7 trillion in 2028
  • SMSFs offer greater control, ability to invest in direct property, significant tax savings, for more information see www.propertythrusuper.com.au

* http://www.deloitte.com/assets/Dcom-Australia/Local%20Assets/Documents/Industries/Financial%20services/Deloitte_Dynamics_of_Superannuation_2013_report.pdf

This editorial provides general information only. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particularly investment objectives, financial situation and individual needs. Charter Financial Planning and its authorised representatives do not accept any liability for any errors or omissions of information supplied in this editorial. Charter Financial Planning Limited ABN 35 002 976 294 AFSL Licence No. 234665. Principal Address 750 Collins Street GPO Box 2830AA Melbourne VIC 3000.

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