Self Managed Super Funds (SMSF's)
Finally, having your own self-managed superannuation
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 portfolios can be tailored specifically to investors 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
- Investment advice
- Portfolio administration
We also have in-house self-managed superannuation fund advisors who are available to answer any technical issues concerning self-managed superannuation and to provide advice relating to retirement income and self-managed superannuation estate planning strategies.
Self Managed Superannuation Funds can invest in a large range of assets including shares, property and cash. They can also acquire any other asset that the trustees feel suits the investment objectives of the fund provided they do not run a business or use an asset of the fund for the benefit of the members or their associates.
SMSF's are also able to borrow to purchase property or shares providing that certain requirements are strictly met.
SMSF's the key to a
wealthy retirement
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.
(03) 9663 3477