SMSF expertise and advice matters. Get it all here
A self-managed super fund (SMSF) puts you in the driver’s seat of your financial future, giving you the
freedom to invest in assets you know and understand best. And with the tax and cost benefits
that come with SMSFs, allow you to build significantly more tax-free wealth.
This means more money and a better lifestyle when you retire.
At Tax Effective, we understand that you’re busy and that SMSF rules are complicated.
That’s why we created a complete A-Z solution, giving you access to all of the support and
expertise you need to easily manage and create lasting wealth through your super.
Browse the categories below to learn more.
Eight Reasons Why You Should Set-up a Self-managed Super Fund
1Take full control of your super
With a self-managed super fund, you don’t have to rely on fund managers to invest your retirement savings. Instead, you have the freedom to invest in assets that you know and understand best.
2Unlock more estate planning opportunities
Your super benefits aren’t part of your will. A self-managed super fund can be set-up to execute your wishes regarding benefits payout to future generations.
3Save thousands on ongoing fees each and every year
Redirect thousands of dollars back into your super fund by eliminating unnecessary administration, trustee, fund manager, and adviser fees that are charged based on the value of your super. Secure a flat fee that isn’t dependant on your super’s value.
4Eliminate super taxes and increase your return
With just a few clever investment strategies, you could significantly reduce or eliminate contributions, investment income, and capital gains taxes within an SMSF. This means you’ll have more money working for you and compounding over time.
5Create a family wealth accumulation vehicle
SMSFs let you group your super together with family members. Since there are no life limits applied to SMSFs like there are with other trusts, you can build-up assets in a tax-effective and asset-protected environment to support future generations.
6Enjoy endless investment options
Diversify your super investments beyond the standard managed funds. You can choose to invest in residential property, precious metals, exchange traded funds – even art. You can also buy commercial property and rent it out to your business.
7You don’t have to manage your super, as the name suggests
You don’t have to be an expert to unlock the power and benefits in a self-managed super. With Tax Effective, you can outsource everything from tax returns, financial accounts, and compliance through investments and strategic advice.
8Multiply your returns by borrowing money to invest in property through your super
With a self-managed super fund, you can borrow money to buy residential and commercial property. All your SMSF needs is enough to cover a deposit plus costs. A lender will provide you with the shortfall, resulting in a higher asset value. With a much higher investable amount, a self-managed super fund has the potential to multiply investment returns.
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