Self Managed Super Funds.
As people continue to become more interested in taking direct control of their financial future, Self Managed Superannuation Funds (SMSFs) have become one of the strategies of choice for the financially savvy.
When you consider the advantages and benefits of SMSFs, you can appreciate why their popularity has soared in recent years. A tailored SMSF can offer you:
- More control over the investment strategy of the fund.
- More design flexibility so it can be tailored to the needs and circumstances of individual members.
- Joint venture arrangements to own property and other assets that require borrowing.
- Greater ability to micro-manage tax outcomes so a zero tax rate can be achieved - even in the accumulation stage of the fund.
- More flexibility in developing estate planning strategies to suit individual and family circumstances.
- Greater ability to use the power of gearing to accelerate the wealth accumulation process and to lower the tax rate of the fund.
- Ownership of Life, Total & Permanent Disability and Trauma Insurance through the SMSF to reduce the effective cost of such cover for individual members and also significantly enhance the value of the estate for beneficiaries.
SMSF strategies and structures from Metaplanners form the centrepiece of many of our clients' financial planning affairs. With our considerable experience and knowledge in the field, we are able to provide you with the advice and support you need to produce the best possible returns from an SMSF that is right for you and your circumstances.
We can directly assist you with the:
- Establishment of the SMSF
- Development of a personalised investment strategy for the fund
- Development of a personalised risk insurance portfolio
- Implementation of strategies
- Portfolio management and administration
- Regular reporting and review
Although your own circumstances and requirements need to be taken into consideration, a typical Metaplanners SMSF Investment Strategy would include:
- Direct Shares on the ASX
- International Managed Funds with exposure to Overseas Equities and Global Property.
- Structured Leveraged Equities including Self-Funding Instalments.
- Exchange Traded Funds on the ASX.
To discover more on how you can structure an SMSF to maximise your wealth creation potential, simply contact Metaplanners for an obligation free consultation.