With the ability to invest in a wide range of asset classes and make more timely investment decisions, a self-managed super fund (SMSF) may give you the flexibility and control you need to create a more prosperous future.

As the largest and fastest growing segment of the Australian superannuation industry, many of our clients are seeing the benefits of holding their superannuation savings in a SMSF. You have the ability to control your investment choices, creating an investment portfolio that is 100 per cent tailored to the needs of your fund’s members.

A SMSF can also give you more options when you retire. You can pay yourself certain tax-free pensions out of the fund and can execute estate planning wishes far more smoothly and quickly to the nominated beneficiaries in the event of death.

Deciding whether a SMSF is appropriate to you comes down to your superannuation assets, your financial knowledge and the time and effort you’re prepared to put in. Whether you need day-to-day support with your administration or assistance in setting up and reviewing your fund’s investment strategy, one of our financial planners can provide the quality investment advice and the support you need.

Superannuation tax is a complex area and significant penalties apply for non-compliance and excess contributions, our financial planners and registered tax agents are always available to assist you whenever the need arises.

Contact us today to determine if a SMSF is suitable for you.