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Episode Description:
In this episode of The Wealth Guide Podcast, our Director and Senior Financial Planner, Ray Regmi, shares a case study of a couple medical practitioners who significantly benefited from setting up a self-managed super fund (SMSF).
Ray talks about how SMSFs allow greater control and flexibility compared to retail or industry super funds, the responsibilities involved with running an SMSF, and the need to carefully weigh costs versus benefits before establishing one.
He also discusses the minimum balance before considering an SMSF, how to leverage self-managed super funds to purchase a business premise and reduce taxes, and the importance of having a team of professionals to advise you.
If you want to explore how an SMSF could transform your business and personal wealth, make sure to listen to this episode!