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’.
Download the full article
This content was provided by PPM. For further information please visit the PPM website.
Disclaimer: This document does not take into account individual’s objectives, financial situation or needs. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decision. Past performance is not necessarily indicative of future returns. The financial service detailed in this document does not represent a deposit or a liability and is subject to investment risk including possible loss of income and capital. Neither PPM nor its directors or employees or any associate guarantee the repayment of capital, payment of income or any fund or Portfolio’s performance. The information in this document is taken from sources which are believed to be accurate but PPM accepts no liability of any kind to any person who relies on the information contained in this document. © 2018 Private Portfolio Managers Pty Limited ABN 50 069 865 827 AFS Licence No. 241058