Are you a business owner with an SMSF?
Here’s how we can help
Things you should know:
This information is prepared by Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. Registered office: Ground Floor, Tower 1, 201 Sussex Street, Sydney, NSW 2000. For terms and conditions of the products mentioned, please visit any of our branches, or call us on 1800 138 363, Monday to Friday, 8.30am to 5.30pm AEST.
SuperGear is offered by Commonwealth Bank of Australia. Applications for finance are subject to the Commonwealth Bank’s credit approval process. Fees and charges apply. Borrowing of funds needs to be consistent with your SMSFs investment strategy and the SMSF trust deed needs an express power to borrow.
Commonwealth Direct Investment Accounts (CDIAs) are issued by Commonwealth Bank of Australia. The SMSF CDIA is a bank account designed for use in conjunction with an SMSF. It is not a superannuation product in its own right.
Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, (Commonwealth Financial Planning) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Commonwealth Financial Planners are representatives or authorised representatives of Commonwealth Financial Planning. Commonwealth Financial Planning is registered with the Tax Practitioners Board as a Registered Tax (Financial) Adviser. However, your Financial Planner is not a Registered Tax Agent, consequently the tax consideration is general in nature and does not include an assessment of your overall tax position. You should seek tax advice from a Registered Tax Agent.
The information contained may include general advice but does not take into account the investment objectives, financial situation and needs of any particular individual or trustee of a self-managed super fund. You should assess with the help of legal, financial and taxation advice, whether the information is appropriate in light of your own circumstances before acting on it.
While potential SMSF investments have been illustrated within this content they do not represent a comprehensive suite of possible investment products and services within the guidelines pursuant to the SIS Act 1993 with ATO oversight.