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.

Contact Archie Para or Jane Tisdall to review your options by calling our office on 03 9869 5900 or email us.