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A Self-Managed Superannuation Fund (SMSF) is a fund of between 1 and 4 members and is controlled by those members as Trustees. The Trustees choose how and where the funds are invested. SMSF allows members to invest directly into shares, managed funds, cash, property and some other types of investments.
An SMSF gives members more flexibility and control over their retirement savings. It allows greater choice and control over investments and a greater ability to control investment costs. An SMSF has the same tax benefits as other forms of superannuation and retirement benefits such as pensions can be paid directly from the fund. The Self Managed Superannuation is the fastest growing sector of Superannuation assets pool.
Danny Goss is an SMSF Association Specialist Advisor™ and also a Certified Practising Accountant with over 30 years’ experience in the superannuation industry.
If you are establishing a new Self Managed Super Fund or you already have one in place, there are many rules and regulations that govern your superannuation.
Therefore, when you manage your fund yourself it is important to get things right. Our experienced and qualified staff will arm you with the right information and oversee your fund, giving you real peace of mind.
The main advantages of using an SMSF when compared to traditional funds include:
Our services include:
We use Class Super software which is the most advanced SMSF accounting software available to provide clients with the best services possible. Our clients can view their portfolios online in some cases because Class Super uses daily bank data feeds and market price updates.