Leverage a SMSF for your business
Switching to a self-managed super fund (SMSF) can be a great tool to get more from your business — and Advice Loop are SMSF specialists.
Book your SMSF Intro Meeting
Is this right for me?
You’re ready to look at utilising a SMSF if:
- You have an established business, have amassed a decent amount of funds in your super, and are interested to learn how a SMSF can help you reach the next stage in your business.
Testimonials
From our initial appointment through to execution of the Financial Plan, Luke and his team provided professional, thorough & personnel service in keeping with our age and financial goals.
The positive growth so far is most pleasing and we have no hesitation in recommending Advice Loop.
Used these guys to set up our SMSF. We were recommended to them from our accountant. Everything went to plan, ran smoothly. We gained knowledge and appreciated their honesty. Would absolutely recommend in the future.
Luke was so comprehensive in his presentation. He listened to us, our situation, our values and our goals and presented his proposal in line with these factors. We were met with the utmost professionalism and feel supported in our new financial plan. Thank you to the team at Advice Loop.
Luke is excellent. Speaks on our level, gets our situation and goals, understands our strategy and is spot on with his advice. Highly recommend him and have referred family to him as well.
Luke and his team have offered us great, clear and relevant advice to our needs. They have given excellent, quick support and have continued to guide us through key annual stages in our financial plan. I highly recommended their friendly and knowledgable services.
Looking for more?
Who is this service best suited for?
Generally this service is best suited to those who are self-employed and have at least $300,000 (partner included) in superannuation. You might be interested in buying your own commercial premises or curious about self-managed super funds (SMSFs). We also encourage those who simply wish to take control of their own financial destiny and ensure there is a decent balance in their superannuation to enquire.
What are the benefits of having a SMSF as a business owner?
There are many benefits to utilising a SMSF as a business owner, including purchasing direct property, greater control and flexibility, tax advantages, cost savings and estate planning opportunities. Depending on your business goals and unique situation, we can help you find the right strategy. We invite you to book in for a 15-minute chat so we can answer more specific questions.
What if I don’t particularly want to use a SMSF?
Often we find that business owners have researched a bit about SMSFs but need more information before making any decisions. If you have a desire to own a factory or office, or simply just need more space to allow for growth, but cannot put down a 30% deposit — you can use your SMSF to secure the property. This is just once example of how leveraging a SMSF can take your business to the next level. We’re happy to talk to you in more detail about the opportunities — just get in contact with us here.