Task

Husband and wife (2 nd marriage) recently reviewed superannuation and undertake review of important asset. Wanted to reduce tax liability and have more control over their superannuation wealth. Also wanted a customised estate plan.

 Action

Restructured superannuation assets into a Self managed Superannuation and commenced pension phase.Commenced a tax free income stream .

 Result

Eliminated income and capital gains tax on superannuation assets. More control over Superannuation wealth estate planning, ensuring peace of mind and documented customized estate planning requirements. Significantly higher level of control of their superannuation wealth with ability to control how assets are invested.