Self Managed Superannuation Funds (SMSF’s)
SMSF’s are a specialist area and they are required to meet ongoing legal and ATO requirements.
SMSF’s are a very effective investment vehicle if used correctly as they can provide you with the following benefits:
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Flexibility and choice of investments
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Ability to borrow through Instalment Warrants
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Ability to purchase insurance
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Estate Planning
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Flexible pension options at retirement
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Concessional tax
This is one of the most complex areas of financial planning and expert advice must be sought to ensure you effectively utilise the benefits of an SMSF and that you also do not breach one of the many onerous legislative requirements placed upon the Trustees of SMSF.
How can Ark Total Wealth help you?
This is a specialist area and we work with you in creating a compliant Investment Strategy that outlines your objectives, the strategies you are going to implement to get there and how to do this within the legal framework provided.
With our knowledge and experience in direct property and financial planning, we are able to provide expert advice on how to integrate property through an instalment warrant into your overall investment strategy.
