strategy one establish an smsf tax planning strategies for 2015
TRANSCRIPT
STRATEGY ONE
Establish an SMSF
Tax PlanningStrategies for 2015
Establish an SMSF
Establish a Self-Managed Super Fund (SMSF) - How to make it your family's wealth VAULT and legally pay NIL tax
Tax PlanningStrategies for 2015
“Should I have a self-managed fund, and how does it work in my circumstances?”
Firstly, what is an SMSF?...
Tax PlanningStrategies for 2015
What is an SMSF?
• a super fund that YOU fully control
• YOU make all the investment choices …
• shares managed-funds property cash
• and, SMSF's can now borrow from a bank to purchase
investment properties.
Tax PlanningStrategies for 2015
Choosing the right STRATEGY for your SMSF is the key.
Here's a brilliant strategy called the Retirement Home Strategy…
Tax PlanningStrategies for 2015
Holding
TrustSMS
F
Tax PlanningStrategies for 2015
Other benefits to consider?
• Flexibility inside the actual Super Fund itself
• Insurance premiums can come from your Super Fund
• Choose exactly where and who the assets of the Fund go
• Hold direct shares within your Super Fund
Tax PlanningStrategies for 2015
Would you like NO TAX on your Investments?
There is NO tax on income of the SMSF
There is NO tax on any capital gains
This means you can gradually sell down assets (inc. property) held in your SMSF
and pay NO TAX regardless of any capital gain made.
Tax PlanningStrategies for 2015
Your appointment with us may mean you have hundreds of thousands more in assets when you retire. What a difference that would make!
Contact Success Accounting Group TODAY on (03) 9583 0550 to discuss this strategy before 30 June and save
tax!
Tax PlanningStrategies for 2015