… a way of gaining greater control over your super, broadening investment opportunities and depending on the fund balance, gaining ongoing cost savings as well.
Our tailored financial plan will help …
– Assess whether a SMSF is right for you
– Determine your accumulation and/or pension strategy
– Establish a suitable investment mix to meet your short and long term objectives
– Start your fund and present a plan for ongoing administration, compliance and advice.
Self Managed Super Fund – ATO Home Page
Is a SMSF right for you?