Paul Benson, Guidance Financial Services · Financial Autonomy · UPDATED Beyond Building Wealth: 4 Things Your Retirement Plan Might Be Missing
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suggest wealthy retirees set up private ancillary funds for charitable giving, similar to a self-managed super fund with its own tax regime
“We sent out our own survey to the industry to ask them, how many of your projects are financed by self-managed super funds? ... a few thousand”
“Tax simplifies because if you're using a fund of fund, it's all managed through that one fund… your tax next year is going to be more complicated with multiple ETFs.”
“You can’t have own occupation inside super, and we like to have life and TPD inside super just because it’s tax deductible”
“If I was looking at a fund at a top level, I'd go, well, what are my top 10 names? How hard are they run? Do I own those names across multiple funds I might own?”
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