SMSF & PropertyAdvantage You

Mark Wenzel

THE MOST IMPORTANT PERSON IS?1. Think about your

future2. How you are going

to fund your retirement

WHY MANAGE YOUR OWN SUPER?Powerful• Take responsibility

for your future• Pool funds• Time• Manage cash flow• Borrow to invest

Take control of your financial future

POOL FUNDS• Life Partner• Family members• Business Partner

Take action NOW› “Compound interest is the eighth wonder of the

world. He who understands it, earns it ... he who doesn't ... pays it.” Albert Einstein

› “Compound interest is the most powerful force in the universe”. Albert Einstein

› “The time to save for the future is now. Thanks to compounding interest, the earlier you start putting money away for the future, the more you will save”. Alexa Von Tobel

MANAGE CASH FLOW

• The fund is managed for your personal situation

• The fund will work for you, not for the masses

• You chose what is the next best use of your cash flow

Borrow to invest› SMSF only super vehicle where you can borrow to

buy direct property› You can borrow to buy shares & managed funds› Most people have more confidence borrowing to

buy property› Borrowing increases both risk & return

– RISK IS REDUCED WITH A RISK MANAGEMENT PLAN

Risk Management› We are putting a long term strategy in place, you need

risk management systems to ensure the strategy is executed– Maintain a cash balance to cover unknown, known events– If you strategy relies on contributions, have appropriate

insurance to protect contributions– Protect other members in the event of death or disablement

› Ensure you have appropriate insurances to protect your asset

› Do your research up front. You only get one chance to buy a property that will deliver solid returns

Advantage you

0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

-$500,000

$-

$500,000

$1,000,000

$1,500,000

$2,000,000

Benefit of borrowing

Industry SMSF Benefit

Take action NOW› Arrange a time with Christine & I to:

– Set a financial target– Review your current position– Make a plan to achieve your objectives– Unleash the power of Self Managed Super

– Call Mark 0410 627 277– mark@eonfg.com.au– www.eonfg.com.au