Self Managed Super Funds (SMSF) are specially structured tax effective trusts to hold your retirement savings. In Australia there is over $500 Billion in assets held in SMSF's or roughly one third of the total wealth held in superannuation in this country. They are a vehicle for people looking to take control of their retirement savings and while there popularity is continually increasing, it is not in everyone's interest to have one.
As part of our Complete service offering, we provide specific advice to our clients in regards to their suitability taking into account your personal financial circumstances. Ask us for our fixed price quote for any services required.
We can help you with the following:
New fund set up including your investment strategy