SMSF Strategy
Self Managed Super Funds can provide individuals with some fantastic strategies to enhance your wealth and retirement goals. Outlook has specialist expertise to be able to provide clients with the latest strategies for consideration within SMSFs, including:
- Gearing in Super (Instalment Warrants)
- Reserves (including Anti-detriment reserves)
- Transfer of Assets into Super - Listed Shares, Widely held trusts, Business Real Property, In-house Assets
- Pre-August 1999 Unit Trust arrangements
- Other Unit Trust Arrangements
- Estate planning considerations (including the creation of an SMSF Will & SMSF Life Will)
Contact us today to discuss how we can be of assistance to meet your requirements.