SMSF's
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.