READY TO TAKE BACK CONTROL OF YOUR SUPER?

Why SMSF?

Use your super to invest in property

Greater investment control & flexibility

Estate planning

Effective tax management

Capacity to pool your super with up to three other individuals

Who are we?

At KlearPicture Melbourne, we offer bespoke care, while focusing on building strong and lasting relationships with each client. By cultivating a reliable, knowledgeable and friendly environment, we can help you understand your goals and tailor investment strategies to ensure you reach them.

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LOOKING TO SETUP YOUR OWN SMSF?

Are you just starting your research or ready to take the first steps towards your SMSF set up? Whatever stage you’re at, we can help you learn the SMSF basics in four simple steps. However they are more complex and also strictly regulated.

Setting up an SMSF means as a trustee, you can choose how to invest and manage your super savings. Below we explore the main benefits to managing your own superannuation.

Most superannuation funds will allow you to invest into shares, fixed interest and property via managed funds, but often with restrictions. SMSFs however can offer a large range of additional investment options including direct property, physical gold and other commodities, derivatives, and subject to strict requirements, collectables such as art work.

53% of SMSFs established for more than 10 years

SMSFs can also offer the flexibility of borrowing within your fund for investment. In particular, small business owners may hold their business premises within their SMSFs for a variety of reasons including asset-protection, succession planning and security of tenancy.

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SMSF's in Australia

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Billion in assets
  • Greater investment flexibility control

    Most superannuation funds will allow you to invest into shares, fixed interest and property via managed funds, but often with restrictions. SMSFs however can offer a large range of additional investment options including direct property, physical gold and other commodities, derivatives, and subject to strict requirements, collectibles such as art work.

26% average assets growth over 5 years

Contributions to SMSFs increased by 21% over the five years

  • Pool your super with up to three other individuals

    SMSFs provide you with the ability to pool your resources with up to three other members. This increased pool may allow you to access investment opportunities that may not be available otherwise. This further increases when gearing using this increased investment pool is considered.

  • Estate planning

    SMSFs offer great flexibility with your estate planning needs. If the fund’s trust deed allows it, SMSF members can make binding death benefit nominations that do not lapse, unlike many public offer superannuation funds which tend to require binding death benefit nominations to be updated every 3 years. In addition, SMSF members may have greater flexibility in specifying how death benefits are to be paid.

0%

of all super assets

0%

established 3 years or less

0%

invested in Australian-listed shares

REACH OUT FOR A FREE CONSULTATION

KlearPicture are a Melbourne based SMSF specialists and wealth management experts with over 20 years of experience.
CALL: (03) 9998 1940

How does an SMSF work?

Setting up an SMSF doesn’t have to be complicated. If you are ready to establish an SMSF, Klearpicture can attend to all aspects of the setup process for you.

Our team of specialists will work closely with you to ensure your SMSF is tailored to your goals. From the initial advice to setting up trust deeds, through to finding and rolling over the existing super fund and much more.

Our qualified specialists provide comprehensive Self-Managed Superannuation Fund (SMSF) services. From the initial SMSF Set Up advice, roll-overs, investing, lending, admin, compliance auditing, taxation and proactive, ongoing support. No matter what stage you are at, we can tailor an SMSF strategy that’s right for you.

Put simply, it’s your super, and you manage it for your future. Think of your SMSF like a savings account, where you decide where the money gets invested. This allows you to be more in control of your financial future and also offers tax benefits that major funds don’t. It also means you could be in a position to grow your wealth through property investment.

Klear Picture Wealth Advisors

Accounting, taxation and business advisory services in Melbourne.

  • Strategies for sustainable growth
  • Compliance for greater peace of mind
  • Tax-efficient strategies to minimise tax
  • More automation to free up your time

Grow your business. Our team of business accountants will get you moving in the right direction.

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