Self Managed Superannuation Fund Advice

SMSFs can offer many features and benefits generally not available with other super arrangements such as industry and retail funds. The key benefits are:

• More investment control and choice
• One fund for your family
• Borrowing to purchase more significant investments
• Tax planning
• Increased estate planning certainty and control

Is an SMSF right for you?

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.

• Do you have enough money in super to ensure an SMSF is cost-effective?
• Do you have the time, energy, expertise and desire to manage your own super fund?
• Have you fully explored the other types of super funds to see if they are a better fit?

How Pekada can help

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:

• Assessing the appropriateness of a Self Managed Super Fund for you.
• Drafting and maintaining your Fund Investment Strategy.
• Investment portfolio administration.
• Super contribution strategies.
• Pension and income stream strategies.
• Insurances owned via superannuation.
• Retirement planning.
• Engaging and working with your tax and legal advisors.
• Superannuation splits.
• Wind up of Self Managed Super Funds.

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.