Taking control of your financial future is now a real option with your own SMSF.With our guidance and support, managing your own super becomes a very enjoyable and satisfying pursuit.
What is a Self Managed Super Fund (SMSF)?
A SMSF is a small super fund set up to accommodate up to 4 individuals, with the fund being controlled by one or more members who are known as directors or trustees. All decisions relating to the fund are made by the members and it is they who decide what investments will be made.
Why have a SMSF?
A SMSF can give you the kind of control you need to re-engage with your superannuation. A
SMSF gives you broader options for investment, including shares and bonds as well as property and currency. You can even borrow to fund your super investments (something not available outside of a SMSF). With our guidance and advice, you can invest in the kind of asset classes that you're most interested in and develop your own SMSF investment strategy.
Read more about
the benefits of self managed super or find answers to the frequently asked questions (FAQs) around self managed super.
- assist with the set up and transfer of your SMSF
- provide online tools to manage your SMSF like our own PrimeWrap
- provide SMSF investment strategies and financial advice
- complete annual SMSF compliance work and compulsory audit*
* audit provided by inhouse registered auditor
If you have decided that you want to do more for your financial future then contact Ben Fox or Hugo Furzer.
Why not come along to our next workshop, ask the questions and get the answers.