Self Managed Super Funds
With over 2,000 new self-managed super funds (SMSF) established every month, self-managed super is the largest and fastest growing super sector in Australia.
People like the freedom that SMSF provides. You can create your own investment strategy and there are potential tax and estate planning benefits. There are also complex compliance regulations. Plus, if you are going to establish a SMSF, it’s important that you maximise the investment opportunity.
SMSFs aren’t for everyone. Ask an expert to help you decide if one’s right for you. If the answer is yes, allow them to manage it for you and many additional benefits will come your way.
Source: ATO SMSF Statistics (issued April 2012)
Talk to a financial advisor today
To begin your journey towards a more secure financial future, book your initial consultation with one of our expert financial advisors today. With access to the latest tools and knowledge, our team work closely with you to understand your situation and needs, then develop a personalised and flexible financial plan to help you achieve your goals.