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Is Self Managed Superannuation Right For You?

June 2016

More and more Australians are turning to Self-Managed Superannuation Funds as a means of reaching their retirement goals. The proof is in the statistics.

As of December 2014 there were approximately 550,000 SMSFs in Australia with over a million members and a total of $560 billion in assets. 

Self-Managed Superannuation enables you to choose and control your investments while providing you with a vehicle for various tax and estate planning strategies.
When used effectively, it's a powerful tool for wealth creation and preservation. However, this is a complex area that requires experience, technical expertise and sound strategic thinking to fully realise the potential benefits. As such, it requires personalised planning for each individual.

That's where we come in.

Our team of SMSF specialists will work with you to determine your financial retirement goals, then provide the strategic advice to get you there in the most effective way.

We can help with all aspects of establishing and managing your SMSF including:

  • SMSF Consultancy Services
  • SMSF Audit Services
  • SMSF Administration and Compliance
  • Pension Strategies and Advice
  • Estate planning
  • SMSF taxation advice

Topics: Superannuation, Investment, Growth, SMSF

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