Self-managed super: is it right for you?
Investing in your future the right way will unlock your financial freedom later on in life.
Take the time now to understand your options, so that you can maximise your retirement benefits. Setting up a self-managed super fund (SMSF) gives you the control to invest and structure your retirement fund. If you set up a SMSF, you’re in charge – you make the investment decisions for the fund and you’re responsible for complying with the super and tax laws. This is a major financial decision and you need to have the time and skills to do it.
A SMSF is ideal for DIY investors who prefer to make their own investment choices for their retirement rather than leave their superannuation to be invested by others. A SMSF can also be more cost effective in certain circumstances.
Once we’ve determined that a SMSF is appropriate we can provide ongoing investment advice and administration support. We can also assist clients who decide that the SMSF option doesn’t suit their situation.
On the 12th of March at 5.30pm we are hosting a free Boardroom Briefing on what SMSFs are, including the process and criteria involved and, most importantly, if it’s right for you. This seminar is open to anyone who’s interested in tips and advice on how to better manage their investments, but especially small to medium sized enterprises.
Limited spots are available, so to secure your seat or for more information, please call 6232 4561.