
Retirement Planning and Property
Depending on your age and circumstances you may have built up a diversified portfolio of assets and either already have a Self-Managed Super Fund or are thinking about establishing one as you prepare for retirement or semi-retirement. It is an area where changes to the rules regarding SMSF operation seem sometimes to be both constant and confusing.
Some of the questions that spring to mind include:
Is this a strategy that suits me, my family and my circumstances?
What are the costs involved and is it difficult to operate?
Will it help me achieve my retirement goals?
How will property acquired within my Super be treated from a tax perspective?
What are the pros and cons of setting up a SMSF?
What recent legislative changes will impact on SMSF assets?
You need to find the answers to these questions and more in a manner that is both understandable and facilitates a strategy forward for you.
Did you know that The Garis Group in Hamilton run regular free workshops on SMSFs that cover all these questions and more?
The next will be held on September 13 at 6PM. You can register at Events on www.garis.com.au

