Superannuation & SMSF

You may have considered a superannuation strategy or Self-Managed Super Fund (SMSF) and thought that it would be:

  • Complicated
  • Expensive
  • Not the best option for you
  • Risky
  • Restrictive
  • Taxed too heavily

What if we could explain that SMSF’s are simple, easy and cost effective to run?

We can assist you to understand:

  • With the right support and advice, SMSF’s can simpler to set up and run than you think.
  • They can be cheaper to run than your existing retail or industry funds
  • We can advise on whether it is the best option for you.
  • SMSF’s can be safer than your existing retail or industry funds.
  • They are completely flexible and allow you to invest in anything you choose* including Negatively Geared Investment Property.
  • SMSF’s can be one of the lowest taxed investment vehicles you can use.
  • If you need Financial Planning advice, learn more by clicking here.

Did you know?

  • You can roll over all your existing superannuation funds into a SMSF and save $1000’s in fees.
  • You can use these funds to buy Investment Property within your SMSF.
  • You can buy your Business Property in your SMSF.
  • You can roll over your share portfolio or managed funds into your SMSF and save $1000’s in tax.
  • And Best Of ALL – after age 60.
    • All income in the fund can be TAX FREE.
    • All Capital Gains in the fund can be TAX FREE.
    • All income paid out to you can be TAX FREE.


Trudy Heins is a Sub-Authorised Representative No. 000248550, Andrew Brown is a Sub-Authorised Representative No. 333081, and Hock Liaw is a Sub-Authorised Representative No. 1237656 of Wholistic Financial Coaching Pty Ltd Corporate Authorised Representative No. 405607 of GPS Wealth Ltd | AFSL 254544 | ABN 17 005 482 726

The information provided on this website has been provided as general advice only. We have not taken into account your financial situation, objectives or needs. You should therefore consider the appropriateness of the information and advice in light of your own personal situation before acting on the information provided. If the information relates to the acquisition of a particular financial product, you should obtain a Product Disclosure Statement (PDS) and consider it before making any decision.

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