Your local self managed super specialists
In Evolution Road, you have a superannuation partner for life. Catering to all aspects of SMSF including administration and taxation, with the ability to provide customised strategic and investment advice, the objective to navigate a comfortable road to retirement.
Control your own retirement funds
Is a SMSF right for you? There are plenty of reasons to establish your own fund, whether it be investment flexibility such as buying residential property, reducing administration fees or maximising long term tax savings. However, they aren’t for everyone! Acquaint yourself with knowledge and download our free SMSF Guide.
Click here to download our free guidePopular assets that SMSF trustees invest in
Shares
Funds
Property
Property
Term Deposits
Australian Shares
One of the most utilised investment categories outside of cash and direct property, Australian shares can provide long term capital growth in some of the country’s biggest and most respected companies. Fully franked dividends are also an appealling component of this asset class.
Managed Funds
These investment vehicles can provide exposure to asset classes which aren’t necessarily readily available to investors such as international shares, infrastructure, bonds and emerging markets. Including such asset classes in a portfolio creates a higher degree of diversification.
Residential Property
Most people have had a good experience with property and thus feel comfortable with this asset class. Many better understand property and appreciate its tangibility. Can be considered a quality long term hold within the superannuation environment and can benefit from a nil taxation rate from the age of 60.
Commercial Property
Investors can take advantage of commercial property within superannuation where higher rental yields are generally experienced. This is also appealing to small business owners who can own and pay off the commercial property they house their business from.
Cash & Term Deposits
In order to maximise returns, most banks and financial institutions provide at-call, high yielding and term deposit rates so the astute investor can earn a little more with some research. An attractive asset class which provides income and protection from volatility.
Download your free Introduction to Investing guideSetting up a self managed super fund
Evolution Road can assist with the process from start to finish
Select the trustee structure of the fund.
Appoint the trustees. An SMSF can have a maximum of four members.
Establish the trust deed. The trust deed outlines the rules for the SMSF.
Register the fund. You will need to register the fund with the ATO.
Set up a bank account for the fund.
Develop and implement an investment strategy.
Select the trustee structure of the fund.
Appoint the trustees. An SMSF can have a maximum of four members.
Establish the trust deed. The trust deed outlines the rules for the SMSF.
Register the fund. You will need to register the fund with the ATO.
Set up a bank account for the fund.
Develop and implement an investment strategy.
Cloud based transparency with Class
Evolution Road provides a customised cloud-based investment and accounting platform for all SMSF trustees so that they can keep abreast of asset performance, contribution limits to superannuation and pension payments in retirement. A functional and transparent way to keep track of your super monies.
