Reap the benefits of a Trust Deed review

If you haven't reviewed your position in the last 2 to 3 years, you should consider doing so.  You may find you can take advantage of strategies that might have become available to you as a result of legislative changes we've previously reported, such as:

• Borrowing in Super More...
• Boosting benefits payable through deductible insurance held in SMSFs More...
• Entitlements to Seniors Health Card More....
• Entitlements to the Seniors Supplement More...

There may be a host of other opportunities arising from changes in your personal circumstances.

Review your options by calling our office on 03 9869 5900 or email us.