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Kick Start 2015Plan for the future!

This information is current at January 2015 and is subject to change. As this information (including the statements on taxation which are of a general nature only and based on current laws, rulings and interpretation) has been prepared without considering your objectives, financial situation or needs, you should,

before acting on this information, consider its appropriateness to your circumstances. My Financial Group Health is a corporate authorised

representative of Synchronised Business Services (ABN 33 009 657 176, AFSL 243313) You should consult with your financial adviser before selecting any insurance or investment products. The information provided here tonight is general in nature and any personal advice to meet your personal objectives.

Disclaimer – Synchronised Business Services Pty Ltd

Kick Start 2015Plan for the future!

AGENDA Economic Outlook

Strategy Advice is important

SMSF is it for you?

Shares can play a role in diversification and yield

Don’t put it at risk!

Kick Start 2015Plan for the future!

Kick Start 2015Plan for the future!

Kick Start 2015Plan for the future!

Kick Start 2015Plan for the future!

Kick Start 2015Plan for the future!

Kick Start 2015Plan for the future!

2001,2002,2003,2004,2005,2006,2007

Kick Start 2015Plan for the future!

2008,2009,2010 2011,2012,2013

Kick Start 2015Plan for the future!

2014,2015,2016,2017,2018

Kick Start 2015Plan for the future!

THE INVESTMENT SELECTION PROCESS

Step 1

Step 2

Step 3

STEP 1:Review your personal circumstances with a professional in light of Taxation, Litigation, Income and Growth Requirements and Investment Objectives Short and Long Term.

STEP 2:Decide on the appropriate Style of investment to meet your requirements above. E.g. Property, shares, business

STEP 3:Decide on the most effective ownership structure to take into account CURRENT and FUTURE tax requirements.

Kick Start 2015Plan for the future!

CREATING ASSETS + INVESTMENTS

TERM DEPOSITS

SHARES

PROPERTY

TAXUP TO 46.5%ON EARNINGS

DOWN TO 15%ON EARNINGS

10%CAPITAL GAINS

0%AFTER 60!

Kick Start 2015Plan for the future!

SMSF IS THIS FOR YOU?

RETIREMENT STRATEGY

RETIR

EMEN

T

STRAT

EGY

Kick Start 2015Plan for the future!

MAIN POINTS

Asset Ownership – Control of these investments Leverage which creates purchasing power

Flat fees instead of percentage based fees Low costing investments

Diversification

Lifestyle Budget (Average household spends $52,966 per annum

Kick Start 2015Plan for the future!

DON’T RISK IT ALL!

Kick Start 2015Plan for the future!

1300 634 000KICK START 2015