Gearing v Super

Objective:  

Provide insight into the benefit of pursuing a gearing strategy over contributing to superannuation. 

Suitable for: 

Pre-retirees seeking wealth creation.

Key features:

• Geared investment considers all expected transaction costs including depreciation.  

• Unrealised capital gains tax can be included when comparing net benefit of each strategy. 

• Equity contribution for geared investment can be contributed to superannuation or re-invested outside of superannuation. 

Results:

• Summary of results displays the benefit of pursuing a gearing strategy versus contributing to superannuation.   

• Detailed results provides year by year cash flow analysis.