Live & Online Events

FB Live – Cass chats with Myk Simms about Ferny Haven off-grid community developments & financial freedom – click here to watch

5:30pm Wed 17 July Ferny Haven community project Q&A with Cass – click here to join or use Teams Meeting ID 484 295 022 890 and PW q58z7c

6:30pm Wed 17 July – FREE online Q&A with Cass – click here to join or use Teams Meeting ID 446 526 550 207 and PW NX75aX

*all times AEST

Superannuation & SMSF

It is crucial to establish the correct tax strategy right from the outset. The wrong choices during the crucial purchase period can result in losing 10s of $1000s in tax benefits forgone.

It is also very costly to change the structure further down the track. Whether for personal or business, one of the areas where taxation strategy is most important is in the area of property investment. For further information regarding property investment and taxation strategy, learn more at the link below.

We can assist you to understand:

  • With the right support and advice, SMSF’s can simpler to set up and run than you think.
  • They can be cheaper to run than your existing retail or industry funds
  • We can advise on whether it is the best option for you.
  • SMSF’s 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.
  • SMSF’s can be one of the lowest taxed investment vehicles you can use.
  • If you need Financial Planning advice, learn more by clicking here.

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.