Most SMSFS pay extra fees for identical investments #TaxControl

In the early 2000s I reviewed a self managed super fund that a client moved to under the promise of more control and direct assets. What I found was the same managed funds they already held, plus extra fees, a tax return and an audit. No added value.

That moment changed the way I advised. If clients want real control, we go direct. We choose the sectors, we manage the tax events, and we avoid unnecessary layers of cost. Direct ownership lets us offset gains, manage losses and spread outcomes across different structures when appropriate.

Lower fees, stronger tax control and knowing exactly what we own is powerful. This approach has produced outstanding long term results.

General advice only. AFSL 495401.

#SMSF #FinancialPlanning #TaxControl #InvestmentStrategy #Investing

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Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.