|
Superannuation
The Process of Investing in Superannuation Fund:
Step 1: Documentation
- We supply relevant documentation to prepare you for super fund.
- We will consider choices of funds with you.
Step 2: Establishment of fund
- Your investment is placed into the fund
- This money is taxed at the concession rate
- Undeducted contribution is not taxed (ie. after tax money)
- The fund is administered and maintained
Step 3: Asset allocation (ie. fund management)
- We will advise you on an overall strategy to the choice of funds and/or asset allocation.
- Once the strategy has been defined, we can implement it.
Step 4: Returns and taxation
- Returns from funds obtained after tax will be distributed to you.
ASC and your Self Managed Superannuation Fund
- ASC provides a comprehensive establishment as well as on going service for Self Managed Superannuation Funds.
- We will help you with both the initial establishment of the fund and the ongoing financial requirements.
Find out more about how the NEW regulation affects your Super Choice
|
