Self Managed Super Funds
Do you already have a Self Managed Super Fund and need help with ongoing investment advice?
Is a Self Managed Super Fund suitable for you?
A Self Managed Super Fund allows flexibility with assets including property and other investments like collectables, art, cars etc. These assets cannot be for personal use.
There is an initial set up cost and generally set costs to run a SMSF. There is also a cost to close them down and this may take some time.
Our preference is to look after SMSF’s with a minimum balance of $500,000, due to the ongoing cost and attention required.
The Trustees of the Fund have obligations and duties they must carry out. They must be responsible and take the wheel.
The ability to have multiple members, allows combined superannuation assets in the one fund.
Need help?
Do you need financial advice, don’t know where to start?
Asking for help can be a hard thing to do for most people. There is no charge for your initial meeting, as it is an opportunity to determine, what it is you need help with.
It is also completely confidential.
Click below to contact us.