For business owners

Our mission is to help your business to better profits and increasing market value. We also assist business owners to accumulate for retirement. That is the very essence of what drives us… “Empower your business to better your future”.

Spread your risk

Some business owners rely solely on the sale of their business to fund their retirement. Sadly, it doesn’t always go to that plan. A better strategy incorporates business owners making tax deductible super contributions to their Self-Managed Super Fund in addition to increasing the sale value of their business. Now you have a back-up retirement strategy plus the power of two investments growing for your retirement.

Business property

Business owners can also use a Self-Managed Super Fund to purchase a property their business will occupy as a tenant, whether that property be a medical suite, office, veterinary clinic, studio, factory, shop or any other commercial property. The business then pays rent to the Self-Managed Super Fund. It’s kind of like getting a tax deduction for payment to your future-self. It’s even possible for the Self-Managed Super Fund to borrow funds to purchase the property. Not only is the rent taxed at a low 15% in your Self-Managed Super Fund, the eventual sale of the property is taxed at 10% leading up to retirement or, 0% after you retire. Also, your Self-Managed Super Fund  property holdings are protected from business creditors.

For salary and wage earners

Self-Managed Super Funds are not just for business owners. We assist many salary and wage earners that have opted to take control and save for their retirement using a Self-Manager Super Fund.

Well invested money multiplies the longer you hold the investment. Act now so you can have a better future.

SMSF BENEFITS

Consolidation

If you currently have more than one super fund, your management fees are multiplied. Combining all your super into a single fund can reduce your annual fees. You can have up to four family members in a Self-Managed Super Fund where the investment purchasing power and cost savings are significant.

Investment choice

You choose where to invest your money. This benefit becomes substantial where you invest in a property that your business can occupy. The Self-Managed Super Fund will have a tenant it can trust!

Clearness

You know and understand the investments your Self-Managed Super Fund holds.

Taxation

Self-Managed Super Funds benefit from concessional tax rates from a maximum of 15% for pre- retirement income, 10% for pre-retirement capital gains down to tax-free once you retire.

Flexible

As you are in control you can respond quickly to changed super rules, market conditions or personal circumstances.

Cost

Ongoing administrative costs largely become fixed despite increasing investment values, unlike other funds that charge a percentage fee on the value of the fund. Self-Managed Super Funds can produce even greater savings with multiple members.

Self Managed Funds

Our Self-Managed Superannuation Fund services makes it simple as we…

  • Coordinate financial advice to confirm a Self-Managed Super Fund is right for your circumstances
  • Establish the Self-Managed Super Fund
  • Provide guidance on the regulatory framework
  • Coordinate investment advice, if needed
  • Prepare annual financial statements, members statements and tax return
  • Coordinate the annual audit
  • Coordinate retirement advice

SELF MANAGED SUPER FUNDS ARTICLES