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Advantages

Control

  • Determine the investment strategy that meets your personal financial goals; and
  • Decide how you wish member benefits and member death benefits be paid.

Flexibility

  • Choose your own investments (e.g. property, direct shares, managed funds);
  • Access a range of insurance policies and insurance providers; and
  • Transfer assets into the fund, if you wish.

Tax benefits

  • Benefit from imputation credits from franked dividends;
  • Gain valuable tax concessions, pre-and post-retirement;
  • Respond promptly to legislative changes;
  • Your contributions may be taxed at concessional rates; and
  • 0% income and capital gains tax for pension funds (up to generous government limits).

Cost

  • Fixed costs don’t increase as your fund grows; and
  • Manage your fees by careful management of investments.

The information on this webpage contains factual information and / or the opinions of Hood Sweeney Pty Ltd (trading as Hood Sweeney Accounting & Business Advisory). You should obtain professional advice before acting on any information on this website. You can contact us on: T 1300 764 200, F (08) 8232 1968, E info@hoodsweeney.com.au, Address: 11-16 South Terrace Adelaide SA 5000, Postal address: PO Box 10516 Adelaide BC SA 5000.

Get in touch

Get in touch with Hood Sweeney to see how we can help your organisation or call us now on 1300 764 200

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