Smart SMSFs aren’t set and forget. Partnering with a specialist SMSF advisor who is proactive about smart strategies for your money puts you on the path to future proofing your finances. We will connect you with our preferred SMSF specialist adviser.
Based on your fund value, your individual circumstances and your appetite for risk, we’ll develop SMSF strategies across:
borrowing to invest to purchase property including business premises and rural property
tax minimisation by investing into quality Australian shares that pay fully franked dividends (so your hard earned savings aren’t eaten away)
management of tax free and tax exempt income streams from your fund
Part of building a solid future is being prepared for what’s on the horizon. You can stay ahead of unexpected events by:
making sure all trustees and members have access to fund records and accounts
consider making binding death benefit nominations
consider establishing an enduring power of attorney
Horizon Superannuation Administration Services is not a financial planning business. It does not have a Licence to provide advice. It does not have any products.The contents of this website are of general nature only and have not been prepared to take into account any particular trustee/member objectives. When you are considering any information on our website, if you are the trustee or prospective trustee of an SMSF, then ‘you’ and ‘your’ means the trustee(s) of the SMSF. As a trustee, you are ultimately responsible for your SMSF, including any investment decisions that you make for your SMSF. Should you require assistance we recommend you seek a licenced financial adviser. Whilst we believe all sources for the content on this website is considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions. Horizon Superannuation Administration Services can accept no liability for any decisions that you may make based on the information on this website.