For those of us who prefer a measure of control over our financial well-being, a Self- Managed Super Fund (SMSF) may be the answer. There are significant benefits to SMSF though along with greater control comes greater responsibility so before taking this path it is important to be confident of the benefits. Questions to ask yourself are:
If your responses are positive there is no doubt a SMSF has significant benefits such as:
Our SMSF specialists at Finpro Group can assist in determining whether this will be a worthwhile step for you, manage the process of setting up the SMSF structure and investment strategy and together with our partner professionals, ensure you remain compliant on an ongoing basis.
Contact our SMSF specialist and we will be able to:
While setting up a self-managed super fund is an exciting step, you will need to keep on top of crucial administrative and compliance-related obligations. We ensure you remain compliant at all times.