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.
