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.
Relevant Articles...
Preparing for Your Children’s Financial Future
Most parents worry about providing for their kids’ future. The specific way in which you save for your kids’ future might vary, but the essential principle is the same: the best way to help your kids is simply to maximise your own wealth.
Dear Abbey
We love reading those ‘Dear Abbey’ type letters to the newspaper. Especially the financial ones. Here is a classic we read recently – and what we would do if this were our client.
Psst – the Changes to Super were Pretty Sneaky this year
In years gone by, Federal Budget night could be relied on to pretty much re-write the rules on all things superannuation. Not so these days, with this year’s changes almost able to sneak past without anyone noticing.
Time to get organized: Non-concessional Super Contributions
As we said last week, the secret to good cooking is getting your preparation right. This week, we look at the issue of non-concessional super contributions and how you can aim to optimise this part of your super before June 30.