Superannuation & SMSF

You may have considered a superannuation strategy or Self-Managed Super Fund (SMSF) and thought that it would be:
  • Complicated
  • Expensive
  • Not the best option for you
  • Risky
  • Restrictive
  • Taxed too heavily

What if we could explain that SMSFs are simple, easy and cost effective to run?

Note pre-requisite: read/watch relevant FAQs/videos, see links above

Book a one-on-one session with a specialist here

We can assist you to understand:

  • With the right support and advice, SMSFs can be simpler to set up and run than you think.
  • They can be cheaper to run than your existing retail or industry funds
  • SMSFs can be safer than your existing retail or industry funds.
  • They are completely flexible and allow you to invest in anything you choose* including Negatively Geared Investment Property.
  • SMSFs can be one of the lowest taxed investment vehicles you can use.

Did you know?

  • You can roll over all your existing superannuation funds into a SMSF and save $1000’s in fees.
  • You can use these funds to buy Investment Property within your SMSF.
  • You can buy your Business Property in your SMSF.
  • You can roll over your share portfolio or managed funds into your SMSF and save $1000’s in tax.
  • And Best Of ALL – after age 60.
    • All income in the fund can be TAX FREE.
    • All Capital Gains in the fund can be TAX FREE.
    • All income paid out to you can be TAX FREE.

The information provided on this website has been provided as general advice only. We have not taken into account your financial situation, objectives or needs. You should therefore consider the appropriateness of the information and advice in light of your own personal situation before acting on the information provided. If the information relates to the acquisition of a particular financial product, you should obtain a Product Disclosure Statement (PDS) and consider it before making any decision.