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Financial Planning

TGS Wealth Management offers you a comprehensive financial planning service that incorporates a suite of advice solutions which can be tailored with your tax planning, to help you reach your financial goals. As an independent business we pride ourselves on providing advice that is tailored purely for the client and devoid of any product push. Another benefit is that we are Chartered Accountants and accredited Mortgage Brokers, allowing us to provide planning for all your financial situations, saving you time and money.

We have seven Power Strategies that can be explored to help you reach your goal quicker well within the level of comfort you desire:
clik here Power Strategy #1 – Direct Portfolio Service
click here Power Strategy #2 – Gearing to Invest
click here Power Strategy #3 – Salary Sacrifice
click here Power Strategy #4 – Self Managed Super Fund
click here Power Strategy #5 – Transition to Retirement
click here Power Strategy #6 – Mortgage Check
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Self Managed Super Fund

A Self Managed Super Fund (SMSF) is an alternative to employer-sponsored or retail super funds whereby a Trust is setup to house specifically chosen assets, managed by the client in consultation with their financial planner.

What we can offer:
TGS Partners provide a service to setup, recommend appropriate investments and fully administer your SMSF. After preparing a full financial plan, and recognising the appropriateness of the strategy, we can help setup the Trust advising on asset changes and specific investment portfolios to meet your future needs and goals.

How it can benefit you:
With recent legislation changes, the use of a SMSF can be extremely tax effective when considering your retirement and the lead up to it. With the use of salary sacrifice, asset transfers and other strategies, your final Super balance can be greatly increased.

Some of the other key advantages include:
 
  • Greater flexibility in investment choice – for example an investment property can be used as an asset in the SMSF meaning this doesn’t have to be sold to be included.
  • Continuation of ownership of assets into retirement. That investment property can stay in your ownership throughout retirement.
  • Ability to outperform traditional super funds such as through the use of the TGS Direct Portfolio Service. The TGS Partners own model portfolio outperformed the ASX accumulation index by 12% for the year ending June 08. Even a small percentage change in returns each year for an extended period can mean a large difference in retirement benefits and therefore retirement lifestyle.
  • The TGS Partners fee is well below most fund managers, adding to your savings! Ask your financial planner about the rates but they are often 1-2% cheaper than retail funds.

When setting up a SMSF, there are factors to consider such as the requirement of greater responsibilities, further reporting and a once off establishment fee. These necessities however, can be managed effectively and efficiently by TGS Partners in consultation with you the client.

click here View Case Study

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