In this period of sharp economic downturn, there have been few share portfolios to have avoided a significant diminution of value. Some of our clients have utilised their Self-Managed Superannuation Fund (SMSF) to counteract this market deterioration.

After obtaining accounting and financial advice, you may consider transferring shares from your own name into your SMSF to maximise your tax benefits. Further to this you may be entitled to personal tax deductions if the transfers are considered eligible superannuation contributions.

Ferguson Cannon Lawyers can assist in the preparation of the necessary documentation to establish and maintain your SMSF and transfer your shares into the fund after you have obtained the appropriate accounting and financial advice.

Please contact Byron Cannon or Sam Barber on (07) 5443 6600 or by email for all your SMSF needs:

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