Self-managed Super Funds

Many people believe superannuation is an investment but it can be best described as a TAX SYSTEM. If money or investments are set aside for retirement and you meet certain legislative requirements, then you qualify for tax concessions.

Many people believe superannuation is an investment but it can be best described as a TAX SYSTEM. If money or investments are set aside for retirement and you meet certain legislative requirements, then you qualify for tax concessions.

Our Financial Planners will show you how you can:

  • Set up your own super fund
  • Take advantage of some amazing benefits through the super system to help reduce tax and protect your asset
  • Use your superannuation as a deposit for your next investment property
  • Use your employer superannuation contributions to pay off your investment loan

Running your own fund is complex so think carefully before setting one up. If you set up a self-managed super fund you must:

  • Carry out the role of trustee, which imposes important legal duties on you
  • Use the money only to provide retirement benefits
  • Set and follow an investment strategy that ensures the fund is likely to meet your retirement needs
  • Keep comprehensive records and arrange an annual audit by a qualified auditor
  • Simple
  • Transparent
  • Secure

Call us today to discuss your financial needs