As the name suggests, a self-managed super fund is one that the members manage for their own benefit.
Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).
Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.
Life happens, but financial worries don’t need to. Neil believes each person is unique and is on their own journey. By really listening to his clients and understanding their needs and concerns, Neil is able to develop a personalised strategic plan, which is realistic, achievable, and provides clients with control and peace of mind. He engages with clients on a regular bases to review their progress and ensures they remain on track to achieving their financial goals and securing a worry-free financial future.
Call Neil today to discuss your SMSF needs on 03 8513 0290.