HOT TOPICS
Self managed superannuation funds
Self managed superannuation funds (SMSF’s) continue to grow in popularity due to the investment options and flexibility that they can offer. Did you know that at 31st December, 2009 there was $1.23 trillion invested in superannuation and almost one third of this ($384 billion) of retirement savings was held in SMSF's? SMSF's now represent the largest slice of the superannuation industry.
We offer comprehensive SMSF packages, tailored to your personal needs. Whether you are a business owner, farmer, wage earner or retiree, we can show you how a SMSF can be used to help you achieve investment goals with lower fees and more investment options.
We provide you with the following:
- Financial planning advice including investments and planning
- Administration and management of the funds paperwork and compliance requirements
- Access to proactive advice from our 4 divisions.
Did you know a SMSF can borrow money to make investments? We can provide you with an analysis to show you how this can work form a cashflow and tax point of view.
reliable, accessible, responsive…it all adds up to a quality outcome.