Are you risking your retirement savings?

Are you risking your retirement savings?

Brett Kelly Brett Kelly

Brett Kelly

Husband and Father. Chairman and CEO, Kelly+Partners Group Holdings Ltd (ASX:KPG)

发布日期: 2018年6月11日
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If you’re planning for your retirement, don’t risk your nest egg by getting involved in arrangements that are at odds with tax and superannuation laws!

The ATO has identified a range of new arrangements that are directed towards minimising or avoiding tax. They are designed to help individuals and other related entities to minimise their tax bill by channelling money inappropriately through SMSFs.

If you are involved in an illegal arrangement, you can face severe penalties under tax and super laws. You could lose your retirement savings or your rights, as a trustee, to manage your own super fund.

Often these arrangements are structured in a way so that they appear to satisfy regulatory rules while minimising tax or even providing a tax refund.

Tip! Seek advice from a trusted Kelly+Partners SMSF tax specialist before entering into ‘too good to be true’ arrangements!

Contact

With a deep understanding of the links between our clients’ personal and professional lives, Kelly+Partners offers a coordinated solution across a range of financial services: accounting, tax, superannuation, wealth management, finance, estate planning assistance and family office services.

Please contact your local Kelly+Partners office to discuss how this article might impact you.



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