Important: The information contained in this website has been prepared without taking into account your objectives, financial situation or needs. You should therefore consider the appropriateness of the information, in light of your own objectives, financial situation or needs, before acting on it. Where the information relates to a particular financial product you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision.
Self Managed Super Funds
Finally, having your own self managed superannuation fund has never been easier!
Self managed superannuation funds (SMSF's) are the fastest growing sector of the superannuation industry. They provide greater investment choice and control than traditional superannuation funds and investment portfolios can be tailored specifically to individuals' requirements.
Self Managed Superannuation Funds generally offer one-off fixed establishment costs and lower
ongoing fees (particularly where a fund has in excess of $200,000 in assets). A self managed superannuation fund can give significant cost savings over time when compared to either retail or master trust funds because many of the ongoing costs are fixed, rather than increasing as the fund balance grows.
Our Self Managed Super Service allows you greater investment choice and control over your superannuation funds whilst keeping everything simple to manage. In a nut shell, we can help you establish a self managed super fund, take care of compliance and tax issues, manage your investments, and arrange insurances.
Our services include:
- Setting up new self managed super funds
- Updating existing self managed super funds (deed variations)
- Fund administration and compliance
- Preparation of annual accounts and tax returns
- Investment advice
- Portfolio administration
We also have in-house self managed superannuation fund advisors who are available to answer any technical issues concerning superannuation, retirement incomes and estate planning.
Contact us for a free initial consultation with one of our expert advisers.
Open Financial Services Pty Ltd
1300 780 690
Australian Financial
Services Licencee
wealth creation
