Superannuation and Self-Managed Super Funds
Tax-effective strategies for maximising your retirement savings.
Superannuation and Self-Managed Super Funds
Tax-effective strategies for maximising your retirement savings.
Superannuation is a tax effective investment vehicle for saving towards retirement. Account based pensions purchased with superannuation benefits are exempt from tax and any lump sum or pension withdrawals received after age 60 are also generally tax free.
Self-managed superannuation funds (SMSFs) are a popular choice and offer investors great flexibility and control when saving for retirement.
We specialise in advising clients with self-managed super funds (SMSF) and can help ensure their SMSF is really working for them. In addition to providing advice around SMSF, our team can also provide set-up services, administration and audit services.
We can help clients determine whether an SMSF is right for them, and how they can use it to maximise their retirement savings. Some common questions clients have include:
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Is an SMSF right for me?
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Can my SMSF buy a property or shares that I already own?
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Should my SMSF switch from cash and term deposits to growth investments such as shares and property?
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Should I borrow to buy a property through my SMSF?
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How much should I borrow?
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Can the borrowing be used to renovate or repair the property?
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Should I borrow from a bank?
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Can I lend the money to my SMSF?
Click the button below for a real-client example of how we helped a client make their SMSF really work for them.