Self-Managed Superannuation

We focus on your future by helping you decide which superannuation structure is right for you.  

We can help you set up your Self-Managed Super Fund. Did you know that superannuation is now worth over $3.5 Trillion? Just because it’s compulsory savings, that doesn’t mean you can’t have control over it. Setting up a Self-Managed Super Fund gives you ultimate control over where your money is invested, how you can reduce your risk and protect your assets and it gives you some favourable tax treatment too.

For example, did you know it’s possible to purchase an investment property through a Self-Managed Super Fund but you can’t purchase a property through a retail superannuation fund? The biggest advantage to having superannuation available to purchase an investment property is that there’s no out of pocket costs for you. There are many other advantages, however there are also risks and, of course, regulations to comply with. With our knowledge of Superannuation and property, we can help you understand all of it.

Our advice partners will help you get the most out of your superannuation by:

• understanding your desired retirement lifestyle

• helping you decide if a Self-Managed Super Fund (SMSF) is right for you

• optimising your super investments

• reducing administration fees

• seeking to improve your annual return

• helping you take advantage of insurance through super

• explaining the benefit of additional super contributions

• considering whether to consolidate your super accounts.

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