Self Managed Superannuation Funds

You could take control of your superannuation today!

At Stakks Wealth Planning, we can help you to take control of your own superannuation.

Self-Managed Super Fund allows you to take control of the management of your superannuation to ensure your retirement goals are met.

Though most of us have a basic understanding of investing in property outside of superannuation, many investors can overlook important aspects such as capital gains tax, out of pocket expenses, and cash flow management of their personal household budget.

This is where purchasing an investment property inside of superannuation can have significant advantages. These include:

• No out of pocket expenses
• No Capital Gains tax in retirement
• Leveraged returns
• Tax benefits from depreciation
• Potential to pay off a property virtually tax free
• Tax free rental in retirement.
• Direct control
• Separate Land Tax threshold

We can help you throughout the entire process from fund set up through to loan preparation.

Have a chat with our Financial Strategist - Kylie on 0415 535 777 for further information.

Important Note: The information contained in this site is intended as general information only and does not take into account your individual financial circumstances, needs or objectives. You should consult your Financial Planner before taking any action based on this information.