SMSF advantages

There are many advantages, which can loosely be classified into greater control, improved flexibility and tax planning. These are the main advantages:

  • Greater choice of investments – including, for instance, commercial real estate and collectables
  • Flexibility of tax planning and deferment of tax payments
  • You can transfer assets ‘in specie’ – e.g shares, commercial real estate, term deposits
  • Pool family assets into one vehicle, pay one fee (note that the entitlements of individual members will be accounted for)
  • Flexibility regarding transition to retirement options, which can be very beneficial from a tax perspective
  • Access to franking credits, which can be offset against tax payable by your super fund (or you can receive a refund if no tax is payable)

Find out about our FREE SMSF Set Up or Restructure offer, when you establish a Discrete Share Portfolio with Clime.

Clime Private Wealth Pty Limited | ABN 87 617 235 168 Is a Corporate Authorised Representative | CAR 001263076 of Clime Asset Management Pty Limited | AFSL 221146

The information provided on this webpage and the rest of is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.
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