Investment structure is a crucial consideration for SMSF trustees

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Investment structure is a crucial consideration for SMSF trustees

12 April 2018
Hugh MacNally, PPM Chairman and Portfolio Manager

Despite the increasing complexity of superannuation laws in Australia, SMSF Trustees and their investments still benefit significantly from the taxation concessions provided under the Australian superannuation system. However, when considering efficient after-tax returns, a SMSF fund is only part of the picture. SMSF Trustees in planning for their ‘complete financial picture’ and long term wealth management should consider both super and non-super investments and examine how different investment structures can enhance after-tax benefits. Indeed, how effective management of both non super and super investments can achieve a tax efficient outcomes for their ‘total investment portfolio’.

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