By creating a self-managed super fund with a corporate trustee, Jason & Louise now have the ability to take control of their investment strategy with the ability add their children to the super fund as they come of age. By introducing a salary strategy Jason & Louise are now saving $14,400 in Tax p.a.
Jason and Louise now have a comprehensive and reliable protection strategy consisting of Life, Total and Pertinent Disability, Income Protection and Trauma insurance. By placing some insurance within super their personal cash flow has increased by more than $9,000 p.a.
Getting our finances in order has been challenging and as business people we understand that new challenges constantly arise however it’s comforting to know someone is there to help us. Tax savings from salary sacrifice and the savings obtained from restructuring insurance policies are proving to enhance our savings plan.