The Right SUPERANNUATION Strategy

Wholistic Financial Solutions can help you with

The Right Superannuation Strategy

For all your property investment needs

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Have You ever Considered a Self Managed Super Fund (SMSF) but Thought?

It would be

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

Then READ ON and be surprised:

• What if I told you?
• SMSF’s are simple and easy to setup and run,
• 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 
• They 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
• They are, without doubt, the lowest taxed investment vehicle you can use

As we are a small local financial firm, we can provide you with all the advice on Self Managed Super in Canberra. 

For your free One-on-One Superannuation Strategy and Financial Planning Session email kym@wfscanberra.com.au

Keep reading for more…

Did you also 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

If you are looking for local support, Wholistic Financial Solutions - a local Canberra Accounting Firm - can help you with all your Self Managed Super Funds in Canberra and much more.

Call us on 6162 4546 for your free consultation to discuss whether a SMSF is best for you.

For your free One-on-One Superannuation Strategy Session email  kym@wfscanberra.com.au

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Do you need more information: click here to read more about

‘Whether you should set up a SMSF’

Or click here to have a look at our service agreement.

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