Self Managed Superannuation
The Green Taylor Partners Superannuation Team...
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Your Specialists...
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. Control – the member makes their own investment decisions and is in control of them. Allows them to hold their business assets in their Fund – e.g. farm land, office premises. Also commercial rental premises. Also they can hold overweight positions in assets provided the holdings are in accordance with the Investment Strategy. This also allows for transparency as the SMSF is run by the member so they must know what is going on and what all fees and charges are.
2. Asset Protection
3. Flexibility and quick to move – as the Trustee is making the decisions, they can implement a change immediately – a Fund manager might take 4 weeks.
4. Tax Efficient – can manipulate to maximise tax advantages
5. Allows for certainty in Estate Planning – can allow for Binding Death Benefit Nominations – can materially assist in estate planning strategies.
6. Costs – costs are typically lower than a managed/industry fund. E.g. a SMSF with $3m might have costs of $5000. A managed fund at 1.0% fees might cost $30,000.
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.
