WEALTH CRE­ATION CHECK­LIST

Business First - - WEALTH -

• Pack­aged ve­hi­cle

• As­so­ciate lease

• Is your as­set struc­ture ‘next gen­er­a­tion’

• Build cap­i­tal ap­pre­ci­at­ing as­sets

• Es­tab­lish a tax de­ductible line of credit

• Use an off­set ac­count for your home loan

• Un­der­stand the risk you are tak­ing for the re­turn you are ex­pect­ing

• Prop­erly in­sure your largest as­set

• Max­imise your su­per

• Keep a keen eye for op­por­tu­nity

• Es­tab­lish a SMSF

• Get proac­tive ad­vice

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