Asp presentation template investar
-
Upload
real-estate-investar -
Category
Real Estate
-
view
1.855 -
download
0
Transcript of Asp presentation template investar
![Page 1: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/1.jpg)
Master Class:Discover How To Use Your Super To Invest In Property
With Dean Rosario from Anne Street
Partners
![Page 2: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/2.jpg)
We help investors build and manage
their property portfolios
![Page 3: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/3.jpg)
In partnership with…
![Page 4: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/4.jpg)
Real Estate Investar’s tools
![Page 5: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/5.jpg)
Master class webinars• Designed to share knowledge.
• Desire to provide extra value to our clients.
• Great for both new and experienced investors.
• Plenty of opportunity for Q&A.
• We will run these regularly throughout the year, and sometimes involve our partners to provide additional insight.
![Page 6: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/6.jpg)
Todays 9 topics1. Demonstrating the enhanced
investment flexibility SMSF can provide.
2. Explanation of the many advantages of SMSF property investing.
3. How to take control of your investment mix inside of SMSF.
4. How SMSF gives you increased estate planning benefits.
![Page 7: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/7.jpg)
Todays 9 topics5. Explanation of the many tax
advantages that can be gained with a SMSF, both before and after retirement.
6. Why pooling your resources with family members can help you reduce SMSF costs.
7. Limited recourse borrowing arrangements (LRBA).
8. A realistic case study.
9. Why investing in property can be a great strategy for your SMSF and retirement planning.
![Page 8: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/8.jpg)
Maximise audio quality• Please ensure your speakers are on, volume is up and not on mute.
• You can test your audio in the control panel of the Go To Meeting software, under audio preferences.
• If you can’t hear us yet, please ensure your speakers are on and turned up.
• TURN OFF: Outlook, Skype, online back-ups and any music or video downloads.
• Faster internet = better quality audio.
![Page 9: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/9.jpg)
Audience poll
Which property investment category are you in?
![Page 10: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/10.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56310
Material contained in this presentation is an overview only and it should not be considered as a comprehensive statement on any matter nor relied upon as such.
This presentation contains general information only and does not take into account your personal objectives, financial situation or needs and you should consider whether the information is appropriate to you before acting on it. Both superannuation and tax laws are complex and subject to change. Before acting on any information you should consider seeking advice from a financial adviser and your accountant before making any financial decision in relation to any matters discussed in this presentation.
![Page 11: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/11.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56311
Introducing Dean Rosario
Meet your presenter
• Dean has over seven years of hands-on experience in the SMSF sector, particularly within the area of limited recourse borrowing arrangements.
• Dean is a Justice of the Peace, holds a Bachelor of Banking & Finance Degree and a Diploma of Financial Services.
• He is also a member of the SMSF Association of Australia.
• A SMSF Trustee himself, Dean enjoys providing assistance and direction to other SMSF trustees.
![Page 12: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/12.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56312
Anne Street Partners
• Established 1997
• Privately owned – non bank aligned
• Broad range of financial solutions
• Nationwide footprint
• Experienced SMSF administrators since 2008 – 700 funds under administration
One of Australia’s leading wealth management organisations
![Page 13: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/13.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56313
What is a Self-Managed Super Fund?
• Self-Managed Superannuation Funds (SMSFs) are financial vehicles for retirement savings.
• The difference between a SMSF and other types of funds is that the members of a SMSF are usually also the trustees.
This means the members of the SMSF run it for their own benefit and are responsible for complying with super and tax legislation.
![Page 14: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/14.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56314
What is a Self-Managed Super Fund?
• A super fund with up to 4 members
• All members are trustees or directors of corporate trustee
• All trustees are members
• Regulated by the ATO
• No member of the fund is an employee of another member (unless related)
• Trustee are not able to be remunerated for their duties as trustees
![Page 15: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/15.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56315
Did you know?
• There are over 525,000 SMSFs in Australia containing approximately 30% of the $2.05 trillion held within superannuation.
• Over 1 million Australians have a SMSF and embraced the vehicle as a useful tool to save for their retirement
• In 1998 only 12% of Australia’s superannuation wealth was contained within SMSFs compared to more than 30% today.
![Page 16: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/16.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56316
Audience poll
What are your SMSF plans?
![Page 17: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/17.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56317
Why choose Self – Managed Super?
• Asset types
• Personal investment strategy
• Pooling of super funds – family/friends
• Limited recourse borrowing arrangements (LRBA)
• Tax planning
• Estate planning
• Acquisition of business premises
• Running cost / economy of scale
In a word - CONTROL
![Page 18: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/18.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56318
Important considerations
• Roles & responsibilities of trustee
• Existing insurance cover
• Allocation of time
• Outsourcing of services
• Minimum superannuation balance
• No access to Superannuation Complaints Tribunal
• Living permanently overseas
![Page 19: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/19.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56319
Trustee responsibilities
• SMSF trustees have ultimate responsibility for the operation, management and compliance of the fund
• The primary obligation is to ensure the fund is maintained only for the purposes of providing retirement benefits to its members
• This is the Sole Purpose test
![Page 20: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/20.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56320
Role of a trustee
• Act honestly in all matters concerning the fund
• Exercise skill, care and diligence in managing the fund
• Act in the best interest of the members
• Ensure members only access benefits once condition of release is met
Trustees are required by law to:
![Page 21: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/21.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56321
Role of a trustee
• Ensure members’ personal monies are kept separate from the funds
• Take appropriate action to protect the fund’s assets
• Comply with all regulations under the Superannuation Industry Supervision (SIS) Act
• Prepare, implement and regularly review a fund investment strategy
Trustees are required by law to:
![Page 22: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/22.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56322
Role of an Administrator
• Acts as the tax agent for the fund and assists with the annual compliance requirements
• Prepares annual tax return and financial statements
• Lodges annual tax return with ATO
• Different levels of service offerings available
• Works with the Auditor to arrange the completion of the annual audit
![Page 23: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/23.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56323
Role of an Auditor
• It is a formal requirement that each SMSF is audited by an approved auditor, registered with ASIC, on an annual basis
• Provide an independent audit of the fund’s accounts along with a SIS compliance audit
• The auditor will notify the trustees of any concerns raised during the audit. Depending on the severity the auditor may be required to raise an audit contravention report with the regulator, the ATO, for further action
![Page 24: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/24.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56324
Role of an Adviser
• As a SMSF is a complex structure it is imperative that the trustees form a close relationship with a Financial Adviser for ongoing education, guidance and advice
• For funds entering LRBAs many lenders require the fund to obtain independent financial advice
• Strategic planning for structure and diversification
• Risk guidance
![Page 25: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/25.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56325
Tax considerations
• Generally, the superannuation environment is subject to a concessional tax rate of 15%
– Negatively geared investments– Fully franked dividends – Discounted capital gains tax– TTR strategies
• An SMSF trustee has control over the timing of asset disposals and acquisitions which allows the trustee to maximise the tax position of the fund
![Page 26: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/26.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56326
Estate planning
• Ordinarily a super death benefit does not form part of your estate
• Legislation only permits Super death benefits to be paid to:
– Estate– Spouse– Child – Any other person in interdependency
relationship
![Page 27: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/27.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56327
Estate planning
• Super dependent vs Tax dependent
• Check the trust deed
• Review estate plan regularly
• Inter-generational wealth transfer strategies can be adopted using a SMSF
![Page 28: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/28.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56328
Timeframes in establishing a SMSF
![Page 29: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/29.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56329
SMSF Costs
![Page 30: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/30.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56330
Audience poll
What are the total fees you are paying your super funds each year?
![Page 31: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/31.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56331
What are the costs?
• Fund establishment with corporate trustee
• Security / borrowing trust with corporate trustee
• Annual administration (depending on complexity)
• Annual audit
• Annual ASIC fees (from 1st July 2015)
• Annual ATO Supervisory levy (existing fund)
$1,000 – 2,000
$1,000 – 5,000
$500
$46 - 246
$259
$2,000 – 4,000
Fee $
![Page 32: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/32.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56332
Winding up a SMSF
• Non compliance
• Separation of trustees
• Death of member(s)
• Insufficient balance
• Overseas retirement
![Page 33: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/33.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56333
Does a SMSF suit everyone?
![Page 34: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/34.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56334
Is a SMSF for everyone?
• Competence
• Commitment
• Compliance
![Page 35: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/35.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56335
Tips and traps
• Get advice
• Most common mistakes relate to separation of personal assets
• Working overseas (SMSF residency)
• Keeping records
• Pensions
• Death benefit nominations
• Beware of scams!
![Page 36: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/36.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56336
Limited recourse borrowing arrangements
![Page 37: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/37.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56337
Amendment to SIS Act
• Superannuation Industry Supervision (SIS) Act amended in September 2007 (section 67A)
• Section 67A contains an exception for certain limited recourse borrowing arrangements (LRBAs):
– Borrowing is for acquisition of single acquirable asset
– Acquirable asset is held on trust with trustee acquiring beneficial interest
– Trustee has a right to acquire legal ownership after one or more payments
– Upon default, lender’s rights are limited to rights relating to the acquirable asset (personal guarantees)
![Page 38: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/38.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56338
Audience poll
How much super do you need for a comfortable retirement?
![Page 39: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/39.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56339
A case study example
![Page 40: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/40.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56340
Meet Tony & Karen
– Tony is 44, works full time on $155,000 p.a. – Karen is 42, works part time on $45,000 p.a. – They have two dependent children aged 16
and 13. – They have a combined Super balance of
$205,000 across 5 Super funds.
They wish to invest in property however due to both children being dependent they spend all of their income on lifestyle commitments.They are looking for an alternative way to invest in property which does not impact their current lifestyle.
![Page 41: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/41.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56341
Tony & Karen’s strategy
– Establish a SMSF – Combine their existing super
balances in the SMSF– Purchase a $460,000
apartment in Chermside, Brisbane
– Obtain lending via a LRBA to complete the purchase
![Page 42: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/42.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56342
LRBA Structure
![Page 43: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/43.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56343
The numbers
Tony & Karen’s SMSF property purchasePurchase price $460,000
Stamp duty $14,525
Other purchase costs $5,000
Total Investment $479,525
Loan detailsPrincipal & interest
Term 30 years
LVR 70%
Rental income (4.7% yield) $21,620
Interest rate 5% p.a
Monthly repayments $1,703
$322,000 from lender and $157,525 from SMSF
![Page 44: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/44.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56344
Property cash flow (simple)
Income
Gross rental income $21,620
Expenses
P&I Loan repayments $20,440
(Interest only portion $15,552)
Agent fees (8%) $1,730
Rates & Water $1,200
Body Corporate $3,000
Insurance/Other $1,000
Net property cash flow -$5,750(Net property cash flow -$862 if interest only loan)
![Page 45: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/45.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56345
Tax Position of FundIncomePersonal concessional contributions $19,000
Interest $997
Gross Rental Income $21,620
Gross Income $41,617Less ExpensesInterest $15,552
Agents Fees $1,730
Rates / Water / Body Corporate $4,200
Administration / Audit / ATO / ASIC $3,051
Insurance (Personal & Property) $3,000
Borrowing Costs (Amortisation) $440
Depreciation - chattels $1,997
Depreciation - building Write Off $6,416
Total Expenses $36,386Net Income $5,231
Tax Payable at 15% $785
![Page 46: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/46.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56346
SMSF cash flow (simple)
Income
Contributions $19,000
Interest income $997
Expenses
Net property cash flow ($5,750)
Personal Insurance ($2,000)
Administration & Audit ($2,500)
ASIC & ATO ($551)
Income Tax ($785)
Net SMSF cash flow $8,411* (Net SMSF cash flow $13,299* if interest only loan)
*before depreciation
![Page 47: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/47.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56347
Surplus cash applied to loan(Single property) – Freehold by year 17
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
Loan Balance
Years
$267.8k
$45.5k
$178.3k
![Page 48: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/48.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56348
Projected property value(Single property)
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 200
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
Years
Assumes 5.5% growth
$601k
$1.34m
$1.02m
$787k
![Page 49: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/49.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56349
Projected SMSF value(Single property + cash)
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 200
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
YearsAssumes surplus cash applied to loan
$380.8k
$1.58m
$1.03m
$654.9k
![Page 50: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/50.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56350
Go further – buy 3 properties
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
$4,000,000
$4,500,000
$2,329,980Property 2 $750,000
Property 3$1,000,000
$3,862,101
$1,579,596
Net SMSF Value Property Value Loan Value
20 year result
Property 1 $460,000
![Page 51: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/51.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56351
Go further – buy 3 properties
• Value of 3 properties at year 20 $3.86m
• Loan balance on properties $1.58m
• Property equity $2.21m
• Less – equity in SMSF at start $205k
– 20 year contributions (with 3% CPI) $510k
• Equity growth through property (net of purchase costs) $1.49m
• Average annual capital growth over 20 years $74.7k
• Annual fund surplus cashflow by year 20 (excluding personal contributions) $50k p.a.
![Page 52: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/52.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56352
Audience poll
What is your current combined super balance?
![Page 53: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/53.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56353
Benefits of strategy
• Ability to invest in direct property
• No financial impact on lifestyle
• Increase exposure to growth assets
• Control over investment choice
• Tax benefits to fund
![Page 54: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/54.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56354
Introducing Anne Street Partners Super Solutions
![Page 55: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/55.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56355
The Anne Street Partners Super Team
• Brisbane based team with over 40 years collective SMSF experience
• Established 1st SMSF in 2008
• Developed SMSF trust deed suite in 2013
• Provides setup & administration services to 700+ funds
• Able to respond to ATO audits
![Page 56: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/56.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56356
Get your 45 min complimentary SMSF phone consultation today
Reserve your opportunity at:
tinyurl.com/ASPSMSF4 submit your details and one of our specialists will
call you.Register today and receive your free
SMSF E-book
![Page 57: Asp presentation template investar](https://reader033.fdocuments.net/reader033/viewer/2022052117/588a96ef1a28ab904b8b60f9/html5/thumbnails/57.jpg)
Anne Street Partners Pty Ltd. ABN 25 107 671 56357
SMSF Q&A
Reserve your opportunity at:
tinyurl.com/ASPSMSF4Register today and receive your free
SMSF E-book