SMSF Could Transform Your Retirement.
SMSF not only benefits from concessional tax regime, but also allows you more control and flexibility in investment choices and tax planning strategies.
Enabling you to align your personal goals with investment decisions, SMSF offers a wide scope of choices including property investment, high-yielding cash accounts, term deposits, income investments, unlisted assets like property, international markets and much more.
Does SMSF suit your needs?
SMSF is not comprehensive in covering everyone’s needs.
- Costs and returns of SMSF should be compared with those of mainstream funds
- As a guide, you need to have at least $200,000 in your SMSF to be cost competitive with mainstream funds.
- Your desire to be fully involved in investment decisions should be considered.
We can discuss your options and help you to understand if SMSF is the best choice for you and your retirement goals. If SMSF is the right solution for you we can provide professional advice on setting up the fund and its compliance.