Home

Business and Retirement / SMSF

A Better Way

Explore Now

The choice is yours

Take full control

Explore Now

Tax Minimisation

Investment Choice

Explore Now

Investment Choice

One of the key benefits of a SMSF is investment control, and the wider investment choices such as residential and commercial property, collectibles, term deposits and direct shares that SMSF members have compared to industry and retail super funds.

A SMSF can borrow to invest in property

Tax Minimisation

Apart from defined benefit super funds (like a government employee fund), most other superannuation funds will offer the ability to take a tax-free pension as an income stream upon retirement.

Tax Control

Pay for your Life Insurance through your SMSF

The group insurance cover that you are automatically provided with through your industry or retail fund is often inadequate in terms of the levels of cover, plus the terms and conditions of the insurance contract.

Minimise transaction costs: brokerage, buy/sell, and CGT spread costs:

Transferring your wealth to the next generation

There are plenty of useful estate planning benefits that are built into Australia’s superannuation system. However, an SMSF offers even more benefits, control and flexibility over a member’s estate plan.

Asset Protection

Cost Savings for higher balances

For some people, the cost of having an SMSF can be lower than alternative public offer super funds, especially when the fund balance is high – greater than $300,000.

Northern Beaches Area

for Easy Access

At Targett Wellman we serve small and medium entreprises (SMEs) and family-owned businesses, established and start-ups, traditional and online ventures of Sydney’s Northern Beaches and beyond. We offer a logical 3-step taxation and business advice framework where we listen, advise and implement solutions appropriate for your specific needs.

Free consultation

Super Accounting

Bookkeeping Advice

Sucession planning Investment