(We can help you set up a self-managed superannuation fund & provide SMSF advice. Get started today)

Considering a Self Managed Superannuation Fund (SMSF)?

In Australia, there are over 1 million people who have made the step to control their own super and setup their own Self Managed Superannuation fund (SMSF). The Self-Managed Super option is no flash in the pan; the sector now represents a combined asset value in excess of $550 billion.

The reasons for this are numerous, but we find control is the number one driver; control over investment decisions; control over asset allocation; control over fees and control over assets.

Australians wanting to take advantage of tax strategies that are not available in retail funds is also a major factor for setting up an SMSF.

Self-Managed Super Fund (SMSF) Set Up 

Many of our clients choose to invest their superannuation in a self-managed super fund (SMSF). The benefits of self-managed super for those with substantial amounts to invest are manifold. Most importantly, it gives control of your investments to you rather than a fund manager. For some clients, there are also opportunities to leverage a SMSF for both business and personal advantage. For example, for our medical and small-medium business clients, it can be a tax-effective option to purchase their consulting rooms or business premises through a SMSF, then effectively pay rent to themselves

 

SMSF services we can offer in isolation or in a package arrangement are:

• SMSF setup
• Superannuation consolidation
• Insurance inside your SMSF
• SMSF Financial & Investment advice

SMSF property purchase facilitation