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KICK START 2015 WEALTH PLAN FOR THE FUTURE. Kick Start 2015 Plan for the future! This information is current at January 2015 and is subject to change.

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Presentation on theme: "KICK START 2015 WEALTH PLAN FOR THE FUTURE. Kick Start 2015 Plan for the future! This information is current at January 2015 and is subject to change."— Presentation transcript:

1 KICK START 2015 WEALTH PLAN FOR THE FUTURE

2 Kick Start 2015 Plan for the future! This information is current at January 2015 and is subject to change. As this information (including the statements on taxation which are of a general nature only and based on current laws, rulings and interpretation) has been prepared without considering your objectives, financial situation or needs, you should, before acting on this information, consider its appropriateness to your circumstances. My Financial Group Health is a corporate authorised representative of Synchronised Business Services (ABN 33 009 657 176, AFSL 243313) You should consult with your financial adviser before selecting any insurance or investment products. The information provided here tonight is general in nature and any personal advice to meet your personal objectives. Disclaimer – Synchronised Business Services Pty Ltd

3 Kick Start 2015 Plan for the future! AGENDA Economic Outlook Strategy Advice is important SMSF is it for you? Shares can play a role in diversification and yield Don’t put it at risk!

4 Kick Start 2015 Plan for the future!

5 Kick Start 2015 Plan for the future!

6 Kick Start 2015 Plan for the future!

7 Kick Start 2015 Plan for the future!

8 Kick Start 2015 Plan for the future!

9 Kick Start 2015 Plan for the future! 2001,2002,2003,2004,2005,2006,2007

10 Kick Start 2015 Plan for the future! 2008,2009,2010 2011,2012,2013

11 Kick Start 2015 Plan for the future! 2014,2015,2016,2017,2018

12 Kick Start 2015 Plan for the future! THE INVESTMENT SELECTION PROCESS STEP 1: Review your personal circumstances with a professional in light of Taxation, Litigation, Income and Growth Requirements and Investment Objectives Short and Long Term. STEP 2: Decide on the appropriate Style of investment to meet your requirements above. E.g. Property, shares, business STEP 3: Decide on the most effective ownership structure to take into account CURRENT and FUTURE tax requirements.

13 Kick Start 2015 Plan for the future! CREATING ASSETS + INVESTMENTS TERM DEPOSITSSHARES PROPERTY TAX UP TO 46.5% ON EARNINGS DOWN TO 15% ON EARNINGS 10% CAPITAL GAINS 0% AFTER 60!

14 Kick Start 2015 Plan for the future! SMSF IS THIS FOR YOU? RETIREMENT STRATEGY

15 Kick Start 2015 Plan for the future! MAIN POINTS Asset Ownership – Control of these investments Leverage which creates purchasing power Flat fees instead of percentage based fees Low costing investments Diversification Lifestyle Budget (Average household spends $52,966 per annum

16 Kick Start 2015 Plan for the future! DON’T RISK IT ALL!

17 Kick Start 2015 Plan for the future! 1300 634 000 KICK START 2015

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