Stockex Active Super Benefits
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The number of Australians choosing to manage their own super through a self managed super fund (SMSF) is bigger than you might think. There are currently over 395,000 SMSFs with a total of over 500,000 members. An estimated 2,000 new funds are also being established each month.*
Why consider a SMSF?
Managing your own super could give you greater control and flexibility. The discretion to pick and choose your own strategy and investments, as well as the tax benefits of superannuation make SMSFs a unique investment tool.
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Investment choice – the portfolio can
generally include a wide range of
investments.
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Control – trustees have complete control
over the fund and its investments (within the
legislative framework).
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Holistic approach – SMSFs may provide you
with a range of options in terms of estate
planning and benefit payments
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Lows costs - save on fee's by combining funds
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Administration and compliance service
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Stockex membership is 100% tax deductable ~
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INDIVIDUAL'S BROCHURE ACCOUNTANT'S BROCHURE
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INTERESTED IN SELF MANAGED SUPERANNUATION? PLEASE FILL IN THE WEBFORM BELOW
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Most superannuation funds run out between 1-10 years from retiring.
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The current average superannuation payout is $130,000 for males and $45,000 for females
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63 % of the work force are baby boomer's, what happens when they take their pension pay outs?
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Up to 20 % of defined benefit superannuation funds may have insufficient money to meet their payouts.
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22% of people over 65 years need to continue working
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Reserve Bank of Australia. Australians are living well into their 80’s; almost 70% of retirees now claim some form of government support.
*Source: APRA Superannuation trends September Quarter 2005
~ See your accountant for more details
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