A self managed superannuation fund puts you in control of your future
They have become very popular with more than 500,000 SMSFs now operating for 1 million Australian members.
The key reason for this popularity is control. With the Fund members also being the trustees, or trustee Company directors, they can:
Choose their own investment strategy and so determine the types of investments as well as the timing of purchases & sales and subsequent capital gains tax
Invest in a wider variety of asset classes including direct property with the ability to borrow using limited recourse lending arrangements
Upon meeting a condition of release, maintain their member benefits with greater agility & responsiveness by being able to segregate members benefits, enter/exit pension phase swiftly, maintain Fund reserves for benefit payment, and maintain multiple member accounts for ‘taxed’ balance management
Keep abreast of their Fund performance & issues as they arise by being engaged in the Fund administration rather than looking up reports & results after they happen
Monitor & control the costs of Fund administration with ATO statistics showing an average operating costs ratio of 0.56% in 2012 after falling 4 straight years
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The advice provided is general advice only, as in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product. We are committed to ensuring the privacy and security of your personal information. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
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