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Location

1/294 Rokeby Road
Subiaco, W.A. 6008

Office Hours

Mon – Fri 8:00 – 5.00
Sat - Sun – Closed

Call us Today

08 9388 3600

Call us Today

08 9388 3600

Self-Managed Super Fund (SMSF) Strategies….

Should you have a SMSF fund?

Do you understand how a SMSF works and the role of the Trustee (you) of the SMSF?

Want to know what you can invest in within a SMSF?

With a Self Managed Super Fund, trustees have a greater control over how the money in the fund is invested. Overall SMSF’s allow a trustee flexibility they would not receive from a retail fund.

These include:

  • Access to a wider investment choice.
  • Various tax strategies in order to save more.
  • Transparency of all investments and account between trustees.
  • Australian Taxation Office (ATO) fees remain at a fixed cost and not a percentage of the fund balance.
  • SMSFs are allowed up to four trustees which increases the super balance to give a larger investment return.

Overall there is a lot of consideration to take into account when deciding whether a SMSF is right for you, however with our experience we can fast track the procedure for a smoother process.

CONTACT US TODAY AND BOOK

AN APPOINTMENT TO MEET YOUR NEW FINANCIAL LIFE COACH