Future Safe may be appropriate for any investor who is within 20 years of their target retirement date, or who has already retired.
It may also suit investors looking to invest outside of the superannuation system who have a marginal tax rate above 30% and are looking to access sharemarket returns with a lower level of volatility.
See how Future Safe could help you achieve your goals through these three case studies.
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A safety net for a secure transition to retirement
Patricia
Patricia wants to preserve her super balance and draw an income to supplement part-time earnings. -
Making sure you can leave a legacy for your children
Laura + Ricardo
They are happy if their SMSF does not go backwards. -
Reduce the risk of losses through a tax efficient investment
Christine
Christine is concerned about the tax treatment of investment returns outside of super given her high marginal tax rate.