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Self-managed superannuation funds
For most people, Superannuation will eventually grow to become both their largest and most important asset
Self-managed superannuation funds
Take control of your own retirement
For most people, Superannuation will eventually grow to become both their largest and most important asset.
Taking greater control by managing this yourself through a Self Managed Superannuation Fund (SMSF) will allow you to access many benefits.
Benefits of a self-managed super fund
- Pooling your money with up to 4 other members* to invest in larger value assets
- Accessing investments not available in other Superannuation Funds
- Greater control of the tax implications when making investment decisions
- SMSF’s can generate fee savings for higher balances, compared to non SMSF’s
- Greater flexibility and access to a bigger range of insurance options for members
- The ability to purchase an asset using borrowed money
- Greater flexibility and control on the distribution of your assets upon your death
*This may include your spouse and or business partners accessing investments not available in other Superannuation Funds such as direct property and or collectibles.
Self-managed
super trustee
As a trustee of your SMSF, many responsibilities fall into your lap. Most important of these is the responsibility to ensure that your Super fund operates correctly, complies with superannuation legislation and meets the ‘sole purpose test’.
A SMSF trustee is not a task that can be taken lightly as the implications of making incorrect and or illegal decisions could be severe. Establishing and operating a SMSF can be a complex task, which is where we can help.
Get in touch today to decide what is right for you
Get in touch
Trusted support for all of your accounting and taxation needs
Suite 3, 138 Main Street, Osborne Park WA 6017
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