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:
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.
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