We strive to have the best knowledge in Self Managed Superannuation Funds as we believe the right strategies can significantly enhance the lives of our clients.

Naomi is an accredited SMSF Specialist and invests significant amounts of time and energy into being the best in this field.

Superannuation

Superannuation covers not only personal superannuation but also management of your own self managed superannuation fund and the latest strategies for using superannuation in your business, wealth creation and estate planning strategies.

Self Managed Superannuation Funds are one of the fastest growing wealth creation entities. They provide flexibility, control over your investments and tax and estate planning opportunities.

We have a number of clients who receive tax free pensions from their own Self Managed Superannuation Funds.

By planning early we have been able to minimize their tax through their working life and structure their affairs so their income in retirement is tax free.

We can assist you in running your own Self Managed Superannuation Fund and keep you up to date with the latest planning opportunities.

Self Managed Superannuation Borrowing and Tax Planning Strategies

Borrowing through superannuation is now possible and this has opened up new and exciting planning strategies.

By borrowing through your Self Managed Superannuation Fund you can get assets into a low taxed environment or even a no tax environment which means any income or capital gain on your investment is reduced or negated.

If there are insufficient funds outside of superannuation to make an investment then money in the superannuation fund may be used to undertake part or all of a property investment.

Retirement Strategies

Our clients pay themselves a tax free pension from their own Self Managed Superannuation Fund. When a superannuation fund is in pension phase the income and capital gain on their investments can be tax free. Their pension payments can be also tax free in their own name.