Self Managed Super Fund Advice
SELF MANAGED SUPER
A Self Managed Super Fund (SMSF) gives you greater control over your retirement.
SEEK SOUND SMSF ADVICE FROM EXPERIENCED ADVISERS
Have you considered using an SMSF as a method to save for retirement? To prevent future problems, why not ask our Milestone Financial team members for SMSF advice, whether you wish to create a self-managed super fund or already have one?
A self-managed super fund differs from other trusts because – as a rule – the members manage it for their benefit. The fund must have at least two individuals as trustees, and they are responsible for complying with the relevant super and tax laws. Alternatively, the members may opt for appointing a corporate trustee, as controlling a super requires a lot of work and includes risks such as being fined for non-compliance.
Engaging a reasonably priced corporate trustee has advantages as knowledgeable directors can take care of the complicated administrative tasks regarding your self-managed super fund to save you time, hard work, and money.
Our experienced financial planners in Canberra will take a very close look at your situation. They will clarify the SMSF rules, explain the advantages and disadvantages of appointing an individual versus a corporate trustee structure to manage the fund, and guide you to make optimal financial decisions.
Recommended Reading:
Thinking about self-managed super? ASIC’s moneysmart website includes up to date information about whether a self-managed super fund is appropriate for you.
RETIRE RIGHT
Even if retirement is a long way off it’s important to start planning for it now.
BE DEBT FREE
Too much debt can be stressful and can often stop you from achieving your goals in other areas.
PROTECT MY LIFESTYLE
Life has a way of throwing a spanner in the works. Protect yourself and your family.
BUY AN INVESTMENT PROPERTY
Investing in a property can boost your wealth for your financial future.
FINANCIAL INDEPENDENCE
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STRONG FINANCIAL FOUNDATIONS
Too much debt can be stressful and can often stop you from achieving your goals in other areas.
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Whether voluntary or not, it’s important to create a sound financial plan.
PUBLIC SECTOR SUPER
Milestone specialises in Government and Defence Superannuation and other defined benefit funds.
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(ABN 68 100 591 508) is an Authorised Representative and Credit Representative of Akumin Financial Planning AFSL 232706