Self Managed Super Fund
SMSF
Self-managed superannuation funds (SMSFs) are established by investors who seek greater independence in managing their super fund and a more hands-on approach over their choice of investments.
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What we offer
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Setting up a suitable super structure such as Self-Managed Super Fund (SMSF) for you
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Tax effective structuring for your underlying investments
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Understanding your retirement plans and the finances you need to achieve them
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Designing a financial strategy to help you turn your retirement plans into reality
Benefits
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Potential to reduce the costs involved in managing your investments
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Potential for greater investment choice and control over investment strategies
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Opportunity to achieve the income you need for retirement
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Provision for beneficiaries through Estate and Succession Planning
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The ability to transfer holdings into a generally more tax-effective environment
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Business owners may be able to buy their own business premises in the SMSF
Let's have a quick chat
Whether you have a clear vision of your needs or are unsure where to begin, our Adviser is prepared to help.
Talk to us today
02 8065 7526