What does financial freedom mean to you at retirement stage? It is different for everyone so we will take the time to firstly understand your goals and create a comprehensive plan to provide you with the financial independence and peace of mind.

We have vast experience in the practical operations of SMSFs (Self-Managed Super Fund) and offer a full range of tax, accounting and audit services. Typically a client may operate a SMSF as part of an active corporate structure and may have specific estate planning in place.  These include opportunities in relation to:

  • Wealth creation in a tax effective and protected structure outside the business but funded by the business cash flow;
  • Purchase of business real property either direct or through an instalment warrant facility;
  • Structuring of the SMSF and in particularly adopting an appropriate trust deed that will deal with the wide range of legislative issues but also integrate with estate planning objectives;
  • Contribution strategies for both employer and member;
  • Structure of risk insurance products either inside or outside the SMSF and the often overlooked tax implications arising;
  • Positioning for the ultimate tax free investment vehicle and income stream from the SMSF in retirement.

SMSF has been one of the most popular investment vehicles over the last 2 decades. Although it has the most incredible tax concessions for both income tax and Capital Gains, the legislation and associated administration costs are extremely complicated.

Furthermore, from 1 July 2016 new legislations have been introduced and accountants will no longer be able to give clients advice about SMSFs unless they hold an Australian Financial Services licence (“AFS licence”).  It will be business as usual for the Linton Advisory Group as we have already been granted our own Limited Licence by ASIC.  The only change you will see going forward is the extra paperwork and a Statement of Advice that is required to be prepared under the new law for any advice given in this area from 1 July 2016.

Contact us today to discuss your situation

What does financial freedom mean to you at retirement stage? It is different for everyone so we will take the time to firstly understand your goals and create a comprehensive plan to provide you with the financial independence and peace of mind.

We have vast experience in the practical operations of SMSFs (Self-Managed Super Fund) and offer a full range of tax, accounting and audit services. Typically a client may operate a SMSF as part of an active corporate structure and may have specific estate planning in place.  These include opportunities in relation to:

  • Wealth creation in a tax effective and protected structure outside the business but funded by the business cash flow;
  • Purchase of business real property either direct or through an instalment warrant facility;
  • Structuring of the SMSF and in particularly adopting an appropriate trust deed that will deal with the wide range of legislative issues but also integrate with estate planning objectives;
  • Contribution strategies for both employer and member;
  • Structure of risk insurance products either inside or outside the SMSF and the often overlooked tax implications arising;
  • Positioning for the ultimate tax free investment vehicle and income stream from the SMSF in retirement.

SMSF has been one of the most popular investment vehicles over the last 2 decades. Although it has the most incredible tax concessions for both income tax and Capital Gains, the legislation and associated administration costs are extremely complicated.

Furthermore, from 1 July 2016 new legislations have been introduced and accountants will no longer be able to give clients advice about SMSFs unless they hold an Australian Financial Services licence (“AFS licence”).  It will be business as usual for the Linton Advisory Group as we have already been granted our own Limited Licence by ASIC.  The only change you will see going forward is the extra paperwork and a Statement of Advice that is required to be prepared under the new law for any advice given in this area from 1 July 2016.

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