Self Managed Superannuation
A self managed superannuation fund (SMSF) is a super fund that is managed and controlled by you. There are many advantages of SMSFs, however there are also significant responsibilities with being a SMSF trustee. Our team can help you understand if a SMSF is the right choice for you and help you establish and manage it in the most effective way.
How We Can Help
Consideration
We will review your personal situation and listen to your goals to help you decide if a self managed superannuation fund is in your best interests and right for you.
Establishment
We will help you setup the fund to meet compliance rules and regulations in the most effective way for your personal circumstances.
Compliance
Being the trustee of a SMSF demands a commitment to understanding and keeping up with numerous rules and regulations. We will continue to educate you around the do’s and dont’s to help you ensure your SMSF is compliant.
Investment Management
SMSF trustees make all the investment decisions for the fund. It is your responsibility to develop, implement and regularly review your investment strategy and portfolio. We can help you understand your investment options and legal obligations so you manage your investments responsibly.
Seek Specialist Advice
Seeking professional guidance and support from specialist SMSF advisers is strongly advised due to the responsbilities and compliance requirements of managing a SMSF. We have experienced SMSF specialists on our team, contact us for advice.
Understanding SMSFs
Understand what a self-managed super fund is and the key factors involved in establishing a SMSF.
Please note, this summary does not constitute financial advice.
