SMSF creates opportunity for control over your superannuation. It allows broader access to investment opportunities including real estate and managing your own super investments.
The benefits of SMSF
Purchasing property
Flexibility in investment choices
Access to a broader range of investment options
Tax advantages
Ability to invest in business property for business owners
Every scenario is unique
SMSF isn’t a one-size-fits-all solution and may not be the best option if you’re not prepared to take on the management and administrative responsibilities involved.
Questions to ask yourself if you’re considering SMSF
Will SMSF benefit me?
What investments can I use in my SMSF?
Do I have enough superannuation savings to justify an SMSF?
What are the setup and ongoing costs?
Can SMSF help me save on fees compared to traditional super funds?
Get in touch
If you’re unsure whether you’re qualified or could benefit from an SMSF, please fill out the form to get in touch.
We believe in an educational approach to Financial Planning, with our client's best interest being the focus of our advice.