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STRATEGY ONE Establish an SMSF Tax Planning Strategies for 2015.

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Presentation on theme: "STRATEGY ONE Establish an SMSF Tax Planning Strategies for 2015."— Presentation transcript:

1 STRATEGY ONE Establish an SMSF Tax Planning Strategies for 2015

2 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 Planning Strategies for 2015

3 “Should I have a self-managed fund, and how does it work in my circumstances?” Firstly, what is an SMSF?... Tax Planning Strategies for 2015

4 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 Planning Strategies for 2015

5 Choosing the right STRATEGY for your SMSF is the key. Here's a brilliant strategy called the Retirement Home Strategy… Tax Planning Strategies for 2015

6 Holding Trust SMSF Tax Planning Strategies for 2015

7 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 Planning Strategies for 2015

8 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 Planning Strategies for 2015

9 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 Planning Strategies for 2015


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