Self Managed Super Funds

If you’re looking for greater flexibility and tax benefits from your super, you might be considering setting up a self-managed super fund (SMSF). SMSFs can be particularly attractive if you:

  • Want to have hands-on control over investment decisions
  • Want your super customised to play a key role in family wealth and estate planning
  • Own a small or family business.
  • Are looking to invest in alternative assets, including direct property

We have the knowledge and expertise to help you get the most out of your SMSF, by helping with the critical issues.

Is it right for you

Deciding whether self-managed super is right for you needs careful consideration of some critical issues. Is it financially viable, you are prepared to take on the responsibility, can you handle the administrative and compliance demands, is it worth the risk?

Develop an investment strategy

Your adviser can help you to set an appropriate investment strategy that reflects your personality, builds your investment portfolio, structures your assets and manages the movement of funds to and from other superannuation or pension funds.

Get the right team behind you

We work with your other professional advisers, such as your accountant, to manage the set up, administration and compliance aspects of your SMSF.

The flexibility, personal control and potential tax and cost savings can be substantial, so it may be worth contacting us to find out if an SMSF could be right for you.

Find out how RetireInvest Financial Planning can help you build wealth and achieve your desired financial future, talk to us today – (02) 9241 3733