Do not ignore your Super Benefit
The largest asset most Australians have other than their home is their Super Benefit. However most Australians are unaware of their Super's value or more importantly what their options are to maximise the value of this investment. Clients of ESUPERFUND are typically DIY Investors who acknowledge that taking an active interest in their Superannuation can result in a significantly higher super payout when they retire. Accordingly ESUPERFUND is committed to provided them with the tools and strategies necessary to maximise their super payout without the need to pay costly fees for this advice.
Planning
In this section of the website we have detailed the typical strategies in a "Step by Step Planning" format that you can consider to maximise your Super Benefit. At ESUPERFUND we do not simply setup and provide compliance services for SMSF clients. We are also committed to providing cutting edge and up to date education and strategies for the consideration of our clients. Not all of the strategies will be applicable to you and the applicable strategies will also depend on your age and retirement status. Importantly where you identify a strategy that you want to implement for your SMSF, ESUPERFUND will help you implement it, including establishing a Simple Account Based Pension, Binding Death Nominatiion and Member Insurance to name a few.
Strategies
The Strategies we believe are most important for our SMSF clients have been detailed in a Step by Step Plan and are summarised below. Each Strategy is dicussed in more detail by clicking the relevant step in the menu above.
Step 1: Setup a SMSF
Step 2: Reduce Fees
Step 3: Maximise Returns
Step 4: Minimise Tax
Step 5: Claim Benefits
Step 6: Protect Your Family
Step 7: Eliminate Provider Risk
The Million Dollar Advantage
It may be inconceivable but following the above Strategies can add one million dollars to your final Super Payout if you begin implementing the strategies early enough. Whatever the savings, the benefits of implementing the strategies can be significant, enabling you to enjoy a better retirement than would otherwise be available to you.
General Advice Warning
The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives, financial situation or particular needs. Where this publication refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice from a financial adviser before making any decision to purchase any financial product referred to on this website. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.