SMSF Expert Advice
Do more with your super.
Book today, take control of your future and enjoy the flexibility that comes with running your own Super Fund.
Contact; 1300 459 101
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Melbourne: Scottish House
Level 1 & 4 90 Williams Street, Melbourne, 3000
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Gold Coast: Metricon Building:
1 Suite A1 Level 3, 209 Robina Town Centre Drive, ROBINA, QLD 4226
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W: wealtheffect.com.au
W: wealtheffectgroup.com.au
W: wesmsf.com.au
W: weprivate.com.au
Testemonial's
We have recently purchased our 2nd investment property within 24 months, both of those through our SMSF. An extraordinary outcome. We were delighted and blown away by the level of service, commitment and knowledge of the property market, you were with us from negotiation to settlement and it fit right into our personal wealth creation strategy. All the hard work was done for us having the right network of people to get the job done. We saved thousands and couldn’t be happier with the outcome. We are now planning our next move with confidence!!
Simon & Sharon
Our SMSF Insights.
UNLOCK TAX ADVANTAGES
Super funds enjoy a 15% tax rate during the accumulation phase and no tax during the pension phase. Fully franked dividends can provide imputation credits up to 30%, which help offset tax liabilities and might even result in an ATO refund. For SMSFs, these credits enhance tax efficiency and overall returns, making Australian shares a compelling choice for long-term growth.
SHAPE YOUR SMSF INVESTMENT STRATEGY.
An effective SMSF investment strategy is crucial as personal circumstances and market conditions evolve. Regular reviews adapt the strategy to these changes, ensuring adequate cash for pensions, aligning investments with risk tolerance, diversifying assets, understanding tax impacts, and considering insurance. This approach maximizes returns and minimizes risks to meet retirement goals.
PROPERTY INVESTMENT
Investing in property through an SMSF can be effective, particularly for those 15 to 25 years from retirement. It offers tax benefits and control over investments but requires careful planning, substantial super balances, and long-term commitment. Property is illiquid, involves high setup costs, and must be commercially managed. Ensure sufficient cash flow, liquidity, and insurance for risk management.
SAFEGUARD FAMILY WELATH
Accumulating family wealth is challenging and can be jeopardized by legal disputes, regulatory issues, and economic uncertainties. Estates over $1 million may face high legal fees and risks such as litigation, incapacity, bankruptcy, and estate disputes. "The Protector" offers a comprehensive protection package to safeguard and preserve your family’s financial legacy for future generations.