Referral ServiCe to Establish SMSF
Referral Service for Income + Life Insurance Services
Property + Construction Management
Wealth Managers Australia has access to a large range of financial institutions, ensuring our clients always have the best possible options when choosing a home loan.
referral service to establish smsf
Your self-managed super fund (SMSF) needs to be set up correctly so that it's eligible for tax concessions, can receive contributions and is as easy as possible to administer. Wealth Managers Australia will refer you to the right people to establish your SMSF.
Investing helps you to create more money – your money earns money.
It is a choice you make to use your money to earn a return, so you have your money working for you.
Time is money. The earlier you decide to invest, the earlier you will achieve your financial independence.
Benefits of investing in property
Generates Capital Growth - increase in the value of your property over time.
Generates Rental Income and Yield - annual rental income less any costs divided by the purchase price of the property.
Gain Potential Tax Advantages Associated with Negative Gearing - with negative gearing you can deduct the costs of owning your investment property from your overall income, reducing your tax bill.
Self-managed super funds (SMSFs) are a way of saving for your retirement. The difference between an SMSF and other types of funds is that the members of an SMSF are usually also the trustees. This means the members of the SMSF run it for their benefit and are responsible for complying with the super and tax laws.
REFERRAL SERVICE FOR INCOME + LIFE INSURANCE SERVICES
Thinking about life cover? Wealth Managers Australia will refer you through to Australian Global Life Solutions (AGLS) who will show you all the options so you can choose the policy that's right for you.
AGLS specialise in insurance that relates only to your life and your well-being. They work with more than 20 insurers and literally hundreds of different risk insurance products so they can find the solution that’s right for your unique circumstances.
Effective investment planning is no accident.
When investing in property you need to adopt an investment strategy that fits in line with your current situation.
Keep in mind, the way you choose an investment property is different to choosing your own home.
There are many different finance structures available and most often people are given the structure that most suits the bank, not the persons specific circumstances.
This is where we teach you what the banks don’t want people to know.
Wealth Managers Australia has access to a large range of financial institutions, ensuring our clients always have the best possible options when choosing a car loan.
Property + construction management
Clients who have a Construction loan are assisted by our staff throughout the entire construction period.
To ensure an easy process, our team will communicate with the Builder, Lender and yourself throughout the construction period to ensure your property is built in a timely manner.
We can arrange for a qualified Quantity Surveyor to prepare a depreciation report upon settlement if your property is completed, or upon completion of the construction of your property. This document is required to ensure that you receive the best possible tax deductions with the Taxation office. These figures will be used in the preparation of your tax variation form. A copy of the report will be provided to you upon its completion.
Investing in property
If you are thinking about investing in property for the first time, it is important to seek professional advice.
What makes Wealth Managers Australia special is the professional approach that is taken in understanding your goals and using our experience and expertise to assist you in achieving them.
Tax Assisted Property Investment and Leverage
Creating wealth requires getting all of our concerns and questions answered. Using the latest in financial software and technology, we can show you how a leveraged investment may help you maximize your tax savings and achieve your goals.