SMSF Establishments

Looking to take control of your superannuation?

Self-Managed Super Funds (SMSF) allow you to take control of your superannuation investment decisions. SMSFs offer:
What is an SMSF?

Transparency

Know exactly what you are paying and where your money is invested.

Flexibility

Complete flexibility and control on investment decisions as well as the ability to shop around and find the best insurance cover for you.

Potentially Lower Fees

With a flat ongoing fee structure, the cost of an SMSF is often less than regular retail funds, depending on your balance in super.

Control

over investments and insurance

Ability to Borrow to invest

You can use your super to borrow to invest in property or shares through a limited recourse borrowing arrangement.

Strategy

Set your own investment strategy

Efficient Tax Structures

An SMSF can be a very tax effective investment vehicle. During the accumulation phase the tax rate on earnings is only 15% and only 10% capital gains tax is payable on an asset held for more than 12 months. During pension phase no tax is payable!

Consolidation of assets

SMSFs can currently have up to 4 members, increasing to 6 members from the 1st July 2019. Family groups, or even friends can consolidate their super together and pay the same fixed ongoing fee.

Sequoia Asset Management specialises in providing advice to self-directed investors looking to take control of their superannuation. Speak to an adviser about establishing an SMSF with Sequoia today.