Self-Managed Super Fund Advice and Administration
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.
Neil joined Mansfield Financial Planning as the specialist adviser for clients in their 30's and 40's. Being aged in his mid-thirties himself with 2 young kids, he identifies with the major life challenges most 30-somethings face, such as buying your first home, raising young families, the associated responsibilities and the financial consequences. He is passionate about coaching people through such changes and helping them achieve their financial dreams and goals, using a pragmatic and disciplined approach.
Neil has a double Bachelor Degree in Engineering and an Advanced Diploma in Financial Planning.
I’ve been getting a lot of questions lately, and seen similar conversations on social media, around “What’s the best superfund?” And this question relates mostly to industry super funds. This got me wondering…. why have we got so much talk around this topic in the last few weeks? And the reason I think is quite simple.
Did you know….if you are “downsizing” in retirement, you may be eligible to boost your super via a downsizer contribution. I say “downsizing” because this term is misleading. You don’t actually have to move into a smaller home. In fact, you could upsize and still make a “downsizer” contribution to super! So how does
With it’s very short days, July is always cold and wet and this year has been no different. But on a more positive note, July brings opportunities due to new legislative changes coming into force in the new financial year. So here are 6 potential opportunities for FY 2018/19