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Self Managed Superannuation The Green Taylor Partners Superannuation Team
Green Taylor Partners are true specialists in the provision of Family Self Managed Superannuation Funds (SMSF) Services. We specialise in the establishment and operation of Self Managed Superannuation Funds. A Family Superannuation Fund is a customised wealth creation and succession vehicle for your family. It can be used to provide a tax effective retirement income as well as family succession for the current and future generations of family members. Why do you need a specialist? Would you let a GP perform open heart surgery?It takes the expertise of a specialist to deliver a customised fund to meet your family’s needs and values. Creating optimum family wealth and financial freedom is a well planned process requiring time, discipline, knowledge and strategic planning. At Green Taylor Partners, your SMSF specialists are highly skilled professionals, dedicated to delivering knowledge in a simple form. This will enable you to understand the benefits and solutions available to your family. Why would you need an SMSF? There are six main benefits of using an SMSF vehicle to provide your retirement and estate planning solutions: 1. A Family Fund – An SMSF is the only fund around the world that allows more than one generation of family to aggregate their savings and investments to provide for a comfortable retirement. 2. Creditor Protection – For professionals as well as those involved in their own business, litigation poses a significant threat to a family’s assets. In the event of bankruptcy, the trustee in bankruptcy has no claim against a member’s assets. 3. Control of your Investments – This can provide financial security for the members as well as protecting against fraud. The superannuation laws also provide broad powers to the Trustee when it comes to investment, allowing investments in:
4. Effective Tax Benefits – Generous tax concessions are provided to superannuation funds to encourage Australians to save for their retirement. Income in a superannuation fund is taxed at a maximum of 15%, however if a member is receiving an income stream, those earnings within the Fund are taxed at 0%! 5. Estate Planning – Allows you to allocate an income stream or lump sum on death depending on what is appropriate and tax effective for your family. The use of life insurance through an SMSF can also provide an ideal solution. 6. Centrelink Benefits – Centrelink enables the trustee of an SMSF to offer an “assets test exempt” pension. This can assist in maximising Centrelink benefits as well as keeping control of the assets of the Fund upon the eventual death of the pensioner. Please call or e-mail Green Taylor Partners today and our specialists will show you how a Family Superannuation Fund can provide you with outstanding retirement and estate planning solutions.Click here to go to our Contact Page.
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