SMSFs can offer many features and benefits generally not available with other super arrangements such as industry and retail funds. The key benefits are:
While running an SMSF can be an excellent strategy for the right person, they are not for everyone. To help in assessing this decision, below are some questions you should be asking yourself.
SMSF strategies and legislation can be complex and is not something you want to risk getting wrong. Our advice team is committed to maintaining their SMSF knowledge to ensure that they are able to provide you the best advice based on the current legislation and opportunities. Our team includes members of the SMSF Association and an SMSF Specialist Advisor (SSA).
We have chosen to be members of the SMSF Association as it is the peak professional body representing the SMSF sector throughout Australia.
Areas where we provide advice and assistance to our clients:
Find out how we can help you get the most out of your SMSF to support your retirement goals, book a meeting with an SMSF Specialist Advisor today.