Self Managed Super Funds

Updated on 3rd February'2014

  • Do you manage your own Superannuation Trust Fund?
  • Are you confident that your fund complies with all rules & regulations?
  • How much time & effort do you spend on managing your investments?
  • How often is it reviewed?
  • Are your investments performing?

Making the most of the DIY Superannuation Alternative

  • I can provide you with;
  • An assessment of your situation
  • An outline of your options
  • Investment advice & strategy that’s geared toward your assets, lifestyle, risk profile & retirement goals.

Is SMSF a suitable option?

It depends on how much responsibility you wish to take for your superannuation. SMSF can be a rewarding option if you have sufficient assets, time, knowledge & skills to effectively manage your fund. Discuss your situation & goals with your accountant, or I can liaise with them on your behalf if you prefer.

If you are satisfied that the SMSF option is the one for you then I can provide a range of advisory services & support. This may include, but is not limited to;

  • Guidance, advice & tips to take advantage of tax concessions & avoid incurring penalties
  • Provide annual tax reports on your investments
  • Advice & support for ongoing reporting requirements
  • Assistance with planning for insurance in case of death, illness or accident
  • Fund Maximisation; sound investment strategy, managing risk & reviewing performance

Are you interested in some financial guidance & help with managing your Super Fund? Contact me & we can arrange a meeting to discuss some paths to realising your retirement goals.

Contact Me

M:  0430 47 27 18
E:  david.moses@aquariuspwm.com.au
W:  www.aquariuspwm.com.au

Postal address in WA
PO Box 2086 Ellenbrook WA 6069

 

Postal address in NSW
PO Box 59 Forestville NSW 2087