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