Self Managed Super Funds

We commenced advising in this area in 1994 well before Self-Managed Superannuation Funds (SMSF) became popular. We are confident that we have the most innovative and effective strategies for your needs.

Eliminating large institutions from your superannuation management and taking control is what SMSF’s are all about. With over 440,000 SMSF’s now in existence this sector is the fastest growing sector of the superannuation industry. Currently in excess of $1 trillion is managed in SMSF’s or over one third of all superannuation monies.

Whether your preference is for term deposits, shares or property, SMSF’s can cater for your investment appetite. While control of investment choice is a central factor behind the massive growth of this sector so to has the fact that complete transparency is afforded to the members. Costs and returns are all easily identified.

Borrowing within your SMSF’s was once not allowed but has been approved by the Tax Office for several years now as people choose to gear their investments in the hope of accelerating returns.

No hidden fees and charges to advisors or consultants.

The vast majority of people setting up a SMSF employ an advisor to assist with the funds management from either a compliance and/or investment perspective.

The significant tax advantages of superannuation will continue to see this sector grow as more people realise the more assets held within the superannuation environment and the less tax paid along the way ultimately means more money for you to enjoy retirement.

Want to take control? Contact us and discuss your superannuation options today.