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Self Managed Super the Key

With over 380,000 Self Managed Super Funds (SMSF ) now operating in Australia, we think it’s fair to say that the penny has dropped and many Australians now appreciate that the investment choices SMSF”s offer, simply can not be ignored.

We believe that in this day an age it’s just not enough to leave your future retirement to just ticking a box and browsing over an annual benefit statement.

There’s simply too much at stake and not when you have so many more choices and could have a real say in the management of your money.

Nowadays your Self Managed Super Fund is able to borrow, not only to buy shares, but to purchase investment property .That’s correct, real bricks and mortar and you choose which property in which location. That opens up the potential to lock into the very real gains available in some of Australia’s property growth spots.

That’s what we call making your money work harder!

Self Managed Super

Self Managed Super Funds (SMSF ) are quite simply an alterate form of superannuation vehicle to those typically run by employers, industry super funds and the likes of the major banks, life offices and investment houses.

They enjoy two major points of difference:

Your investment choices are substantially enhanced with a SMSF and of course now include the ability to purchase investment property. Furthermore, your super fund can borrow to buy property as well as build a portfolio of shares.
You, as trustee of your own SMSF, have complete control over how the fund is managed and the investments you undertake.

SMSF Establishment is now easy!

Getting the right advice and expert guidance are so important when you're establishing your self managed superannuation fund. Getting off to the right start is important and our specialist fund establishment partners ensure the first steps are the right steps.

Advice and documentation

A team of dedicated SMSF specialists will prepare all the documentation required to establish your fund and ensure it’s ongoing compliance.

These include:

Trust Deeds
Pro-Forma Product Disclosure Statement
Membership Application Forms
Consent to Act as a Trustee
Binding Death Benefit Beneficiary Nomination Forms
Investment Strategy Guidelines
ABN/TFN Registration.
Annnual Tax Return and Audit.

You don’t have to worry about a thing, it’s all taken care of for you as part of a comprehensive SMSF service.

Investment Strategy and Financial Advice

It should also be comforting to know that our team of financial professionals is available to guide your investment decisions and choices and even make specific recommendations if you wish. We are also happy to discuss your overall position with you and assist you in developing a long term strategy around your particular plans and lifestyle goals.

We can prepare a comprehensive financial plan covering for instance ;

Your stated plans and objectives.
A discussion of your strategy options and our recommendations.
Analysis of transferring your existing super to your SMSF.
Specific investment recommendations for your SMSF.
Review of your super insurance arrangements.
All costs associated with our recommendations.
A schedule for reviewing actions and the progress of your plan.

Nothing is left to chance and everything is out in the open.