SMSF vs Trust EXPLAINED - What Do You Invest With?

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  • Опубликовано: 20 июл 2024
  • Ever been stuck choosing between a juicy burger and a gourmet steak? Both have their merits, right?
    The same goes for your money-should you invest with a Family Trust or an SMSF?
    Well, in this video, we'll go through the strengths, the pitfalls, and the potential of both structures so you can see which aligns best with your financial goals!
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    Davie has over 10 years experience in advising businesses in management accounting and taxation issues. He heads up a passionate team at Box Advisory Group who are dedicated to offering proactive and outstanding service to our clients.
    Davie’s extensive experience in providing tax and consulting advice and astute business knowledge has paved the way for success for many businesses.
    He is a member of the Chartered Accountants Australian and New Zealand, a member of the Australian Tax Practitioners Board and holds a Bachelor of Commerce degree from the University of New South Wales.
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    Disclaimer:
    This video is for informational purposes only and should not be considered financial or legal advice. This video does not take into consideration your personal circumstances. Consult with a qualified financial planner, tax advisor or legal consultant before making any decisions regarding investments.

Комментарии • 1

  • @hawsktf
    @hawsktf 10 месяцев назад

    Thank you, how does John put the money (from personal income) into the trust (gift, loan?) and is it as simple as transferring money to the trust bank account (in x lump sums as there's daily transfer limits) and deducting from John's taxable income?