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  • Planning for retirement?

    11 December 2017

    Have you been approached about a retirement scheme with tax benefits? Don't risk your retirement savings. Look out for the warning signs of a dodgy retirement scheme. They look legitimate, but have been set up to reduce the amount of tax you pay by directing money wrongly through your self-managed super fund (SMSF).

    Common features include:

    • structures usually connected with an existing or newly created SMSF
    • excessive amounts of paperwork
    • designed so you'll pay no or little tax, or even get a tax refund
    • providing an immediate tax benefit by adopting the arrangement.

    If you get caught in one of these arrangements, you risk losing your retirement savings as well as the right to manage your own super fund.

    We want to help you do the right thing and protect your nest egg. Remember, if it sounds too good to be true, it probably is.

    Next step:

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