Self Managed Super Funds

Self Managed Super Funds (SMSF) function like any other super fund, but responsibility of managing the fund rests with the trustee - YOU.

Establishing and operating an SMSF is a major financial decision and it is not suitable for every investor. You have control over and full responsibility for your fund's investment, operating and legal responsibilities; which could incur severe financial penalties if not managed within the regulatory guidelines.

Some of the important items to consider are:

Self-managed superannuation fund (SMSF) property investment is fast becoming a popular alternative for people who wish to diversify their investment portfolios over and above typical managed funds.

There are many more ‘hoops’ to jump through with this borrowing arrangement in comparison to an investment property purchase outside of the super fund. However, if overseen by a qualified super fund lending expert to project manage the loan approval, accompanying legal structure and liaise with various third parties, ie an accountant, solicitor, etc.on your behalf, it can be quite an exciting and rewarding experience to watch your super grow.

We have associations with the necessary experts to make this process easy to understand and manage for you. Why not make an appointment to discuss how we you can benefit from this strategy.

Would you rather
retire at 55 or 75?
Learn more about Retirement Planning
It's up to you to protect
the ones that you love
Learn more about Personal Protection Planning
Squeeze the most out of
your investment returns
Learn more about Investment Planning
Control your own
destiny with a SMSF
Learn more about SMSF