How to Structure Your Self-Managed Super Correctly!
Learn how to structure your super correctly through our targeted online mentor session!
How to Structure Your Self-Managed Super Correctly!
Learn how to structure your super correctly through our targeted online mentor session!
Area’s you need to consider when structuring your SMSF!
Learn how to structure a Self-Managed Super correctly!
Establishing an SMSF!
The online session explains the importance and benefits of structuring your SMSF correctly from the begining and the services available to help you manage the ongoing regulations and administrative tasks faced by SMSF trustees.!
Whats Included
Learn the difference between individual and corporate trustees and the benefit of each!
Learn how an accountant can help you and where their advice may be limited.
Learn what services are available to help you automate the ongoing administration of an SMSF.
Investing with an SMSF!
The mentor will coach you on what investments can be considered, the dangers surrounding certain strategies and how SMSF can help you achieve your objective of purchasing property easier than you thought possible.
Whats Included
What to consider when investing
What Investments should be avoided.
Investments that can be considered.
Buying property in an SMSF
Available borrowing strategies
How SMSF can help your business!
The mentor will demonstrate strategies that business owners could consider to benefit their business now, but importantly help you save for your retirement easily and effectively!
Whats Included
Understanding Business Real Property
Partially transfering assets into an SMSF and what you need to know.
SMSF purchasing business real property & what you need to be aware of!
Join our online course to learn how a Self-Managed Super can benefit your financial future!
Establishing an SMSF!
The online session explains the importance and benefits of structuring your SMSF correctly from the begining and the services available to help you manage the ongoing regulations and administrative tasks faced by SMSF trustees.!
Whats Included
Learn the difference between individual and corporate trustees and the benefit of each!
Learn how an accountant can help you and where their advice may be limited.
Learn what services are available to help you automate the ongoing administration of an SMSF.
Investing with an SMSF!
The mentor will coach you on what investments can be considered, the dangers surrounding certain strategies and how SMSF can help you achieve your objective of purchasing property easier than you thought possible.
Whats Included
What to consider when investing
What Investments should be avoided.
Investments that can be considered.
Buying property in an SMSF
Available borrowing strategies
How SMSF can help your business!
The mentor will demonstrate strategies that business owners could consider to benefit their business now, but importantly help you save for your retirement easily and effectively!
Whats Included
Understanding Business Real Property
Partially transfering assets into an SMSF and what you need to know.
SMSF purchasing business real property & what you need to be aware of!
Areas you need to prioritise when establishing and operating an SMSF!
The type of trustee which is most appropriate long term
The Trust Deed and the importance of how and when the deed is reviewed.
The cost of establishing and maintaining an SMSF compared to other options and if your strategy will be of benefit.
The investment strategy and what this needs to capture and how regularly you should review the strategy.
How you plan to manage changes to member circumstances, regulations and legislative changes.
The estate plan and strategy and how this may impact investments held within the SMSF.
Areas you need to prioritise when establishing and operating an SMSF!
The type of trustee which is most appropriate long term
The Trust Deed and the importance of how and when the deed is reviewed.
The cost of establishing and maintaining an SMSF compared to other options and if your strategy will be of benefit.
The investment strategy and what this needs to capture and how regularly you should review the strategy.
How you plan to manage changes to member circumstances, regulations and legislative changes.
The estate plan and strategy and how this may impact investments held within the SMSF.
The cost of Establishing & Running an SMSF!
Establishing an SMSF will depend on your choice of trustee and if you are considering a borrowing strategy, however you can expect to pay between $1,000 & $2,000 to establishment services providers. Please be aware that this cost doesn’t include seeking advice.
Running an SMSF will depend on the structure chosen and whether you choose to utilise the services of an accountant or administration service provider. Either service will normally charge over $1,800 per annum for a basic level of service, however, the cost can far exceed this and it will highly depend on the strategies and investments that are chosen for the SMSF. It is important to note that these costs don’t include your choice of investments and their associated costs. It is therefore extremely important that you consider all options before you establish an SMSF.
The cost of Establishing & Running an SMSF!
Establishing an SMSF will depend on your choice of trustee and if you are considering a borrowing strategy, however you can expect to pay between $1,000 & $2,000 to establishment services providers. Please be aware that this cost doesn’t include seeking advice.
Running an SMSF will depend on the structure chosen and whether you choose to utilise the services of an accountant or administration service provider. Either service will normally charge over $1,800 per annum for a basic level of service, however, the cost can far exceed this and it will highly depend on the strategies and investments that are chosen for the SMSF. It is important to note that these costs don’t include your choice of investments and their associated costs. It is therefore extremely important that you consider all options before you establish an SMSF.
The choice of trustee structure!
01
Individual Trustees
This option is only available to SMSF with two or more members and can be a cost-effective way of setting up a self-managed super.
02
Corporate Trustee
This option comes at a greater cost but offers the benefit of being able to operate the fund with one member.
The corporate structure also offers significantly more flexibility in the future and ease of management when members leave, assets are acquired or disposed of in the event of a members passing.
The choice of trustee structure!
01
Individual Trustees
This option is only available to SMSF with two or more members and can be a cost-effective way of setting up a self-managed super.
02
Corporate Trustee
This option comes at a greater cost but offers the benefit of being able to operate the fund with one member.
The corporate structure also offers significantly more flexibility in the future and ease of management when members leave, assets are acquired or disposed of in the event of a members passing.
Automate your SMSF Administration!
SMSF is complex, there is a reason why Fintor outsources the taxation, audit, legislative and fund legal document ongoing administration requirements to specialist providers. You DON”T want to make a mistake!
Learn how to automate these compliance issues and have 24/7 visibility over your SMSF!
Automate your SMSF Administration!
SMSF is complex, there is a reason why Fintor outsources the taxation, audit, legislative and fund legal document ongoing administration requirements to specialist providers. You DON”T want to make a mistake!
Learn how to automate these compliance issues and have 24/7 visibility over your SMSF!
What your SMSF investment strategy should consider!
Your investment strategy should be reviewed at least on a yearly basis.
