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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.

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Financial advise being given to a business client interested in setting up an SMSF
Two team members celebrating their success with a high-five

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

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Megan
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Luke has managed our family’s financial planning needs for more than 5 years. He has provided informed and relevant advice, helping us to achieve our goals. The team at Advice Loop are very professional and extremely helpful with educating us on the most suitable options for our needs. I highly recommend Advice Loop.

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Jonathan
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A big thank you to Luke and the team at Advice Loop for your professional and timely advice in establishing our Self Managed Super Fund. Easy to deal with, friendly and responsive. Advice Loop has great insight into investment options and has also guided us through our interest in purchasing shares and planning for the future.

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Kim
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My husband and I have been clients of Luke for several years now. If ever I have a question all I have to do is call and as soon as possible, Luke will make contact with advise, to the best of his knowledge. We are heading into early retirement and value all Luke has to say in regards to superannuation and aged pension. We highly recommend Luke Dean and his team at Advice Loop.

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David
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I have been dealing with Luke since 2015 around Personal Financial, Superannuation and Insurance advice and services and have always found the information and service provided unique and suitable to my and my family’s particular circumstances at the time. I would and have highly recommended him to friends, family and colleagues.

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Rob
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I found Luke from Advice Loop very easy to get along with. He most certainly knows what he’s talking about. I can contact him if I ever have a problem and he will sort it out for me or answer my concerns. I feel at ease having him as a financial advisor. Rob

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.