Self Managed Funds
We have extensive experience in the superannuation industry, working with
trustees, members and employers. Our experience covers, self-managed funds,
administration, employer obligations, member retirement planning and estate
Self Managed Funds
There are now more than 300,000 Self Managed Superannuation Funds (SMSF)
in Australia and the number continues to grow.
A SMSF is basically a superannuation fund with one to four
members who are also trustees responsible for the investment strategy
and administration of the fund within strict Australian Taxation Office
In assessing whether an SMSF is suitable for you we prompt
the following questions:
1. Do you have a substantial amount in personal superannuation?
(As a guide, a minimum of $50,000 would be required due to establishment
costs and ongoing management fees.)
2. Do you enjoy learning about your investments and have the time to regularly
review their performance?
3. Would you like increased flexibility in estate planning,
more investment options and greater responsibility for your own retirement
If you answered ‘yes’ to these questions, you
may be suited to having your own SMSF.
Whilst there are potentially great benefits, having a Self
Managed Super Fund requires time, effort and discipline plus they also
attract extra ongoing fees including annual audit fees.
Call our office to discuss your superannuation options including
establishment of your own SMSF.
We have the necessary skills, experience and knowledge
to support you with self managed superannuation funds in each of the accumulation,
retirement and estate planning phases.
We can assist with the design, establishment and strategies
required to run an effective fund.
We also have the skills and experience necessary to
audit the financial position and operation of self managed superannuation
Our depth of knowledge of both regulatory and wealth management issues
enables us to provide practical advice on the most effective superannuation
strategies to assist with your overall financial plan.
Our retirement planning expertise has assisted a substantial number of
our clients in choosing to take their retirement benefits in the form
of pensions from their superannuation funds. The administration skills
we have developed in this specialist but growing area of the superannuation
industry are available to all our clients.