SELF-MANAGED SUPER FUNDS

Self-Managed Super Funds

 

Finally, having your own self managed superannuation fund has never been easier!

 

Self managed superannuation funds (SMSF’s) are the fastest growing sector of the superannuation industry. They provide greater investment choice and control than traditional superannuation funds and investment portfolios can be tailored specifically to individuals’ requirements.

 

Self Managed Superannuation Funds generally offer one-off fixed establishment costs and lower ongoing fees (particularly where a fund has in excess of $200,000 in assets). A self-managed superannuation fund can give significant cost savings over time when compared to either retail or master trust funds because many of the ongoing costs are fixed, rather than increasing as the fund balance grows.

 

Our Self-Managed Super Service allows you greater investment choice and control over your superannuation funds whilst keeping everything simple to manage. In a nut shell, we can help you establish a self-managed super fund, take care of compliance and tax issues, manage your investments, and arrange insurances.

 

Our services include:

 

  • Setting up new self-managed super funds
  • Updating existing self-managed super funds (deed variations)
  • Fund administration and compliance
  • Preparation of annual accounts and tax returns
  • Investment advice
  • Portfolio administration

 

 

Finance Brokers

The Finance Brokers Association of Australia (FBAA) is a national association representing finance and mortgage loan writers throughout Australia.

AMP Financial Planner

AMP Accredited Financial Planners have been helping Australians by delivering the right balance of security and performance for over 160 years.

Tax Practitioners Board

The Tax Practitioners Board provides an overview of our continuing professional education requirements for tax agents, BAS agents and tax (financial) advisers

Australian Finance Group

AFG is now one of the largest providers of mortgage broking services in the country, offering more than 1,400 financial products from Australia’s leading lenders.

© 2018 MINT FINANCIAL SOLUTIONS PTY LTD is a Corporate Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.

For further details including the financial services we can offer you and how we are remunerated, please read the Financial Services & Credit Guide (PDF 320 KB). Any advice contained in this document is of a general nature only and does not constitute personal financial product advice. In preparing the advice no account was taken of the objectives, financial situation or needs of any particular person. Therefore, before making any decision, readers should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs. Please read our Privacy Policy and Terms and conditions