An Overview of a Self-Managed Super Fund, Investment Rules and Choices The Structure to Borrow to purchase Property.
- The SMSF structure
- Investment Rules
- Investment Choices
- Purchasing Property special Structure – Custodian/Bare Trust
This is a condensed overview from our Seminar and Webinar
Simple steps to TAKE ACTION
- Talk with your financial advisor and tax agent
- A plan of action is better than NO action:
- Strategy – to become a controller of your wealth;
- Structure – maybe a Self-Managed Super fund (SMSF) is the answer; and
- Support – a service to handle all the set up and compliance such as SuperBenefit.
- To Understand more about Self-Manages Super Funds (SMSF) take a look at our SMSF Roadmap Overview
If you have any questions, please call or email as we would be happy to assist you with further information.
For a FREE no obligation discussion of the options for you, call us to book a time to meet.
0407 361 596 Paul