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OUR SERVICES

Your Superannuation

Self Managed Super Funds

Self Managed Superannuation Funds (SMSFs) are becoming more common - here are some of the most frequently asked questions and answers about this investment strategy.

What is a Self Managed Superannuation Fund?

A self-managed fund is a superannuation vehicle which is run by you for you.

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Who can have a Self-Managed Superannuation Fund?

"Just about anyone" is the easy answer to this question.

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When is a Self Managed Fund a Cost Effective Option?

A SMSF is usually most cost effective when assets exceed $150,000.

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What are the Responsibilities of the Trustees?

It is imperative that each trustee understands the duties, responsibilities and obligations.

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What are the Advantages of Self Managed Super?

There are four main benefits of managing your own super fund....

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How Much Will my Self Managed Fund Cost Me to Run?

The cost of setting up a Self-Managed Superannuation funds varies

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What can My Self Managed Fund Invest in?

The SIS legislation gives you ample latitude to judge for yourself the merits of investment opportunities

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How do I Establish a Self Managed Superannuation Fund?

There are a number of steps that you must follow

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How can we Help you?

If a SMSF is right for you, we can coach you through the entire set-up process of your fund.

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We offer the flexibility for you to choose the services you require. We a offer a total package deal or individual services as required. Fees will be discussed and fully disclosed to you, before we start work.

Self Managed Superannuation Funds (SMSFs) are becoming more common - here are some of the most frequently asked questions and answers about this investment strategy.

More...

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There are many paths to wealth creation - your financial 'stage' in life determines the strategy or strategies that best suit you. There is an optimal path for your unique situation. What works for your neighbour may not work for you.

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