An SMSF is a superannuation fund in which an individual has control over their superannuation assets. This individual, also known as a member, holds all roles including trustee, investment manager and investment custodian.
An SMSF offers much greater flexibility in regards to investment choice when compared to traditional retail or industry funds. This is because individuals can create tailored portfolios that suit their own risk profile, tax position and return expectations.
If you’re after total control and maximum return on your investment, a self-managed super fund (SMSF) is your best option. As a rule, you can make any investment you like in an SMSF, providing it falls within your investment strategy and goals. These investments will receive more favourable tax treatment than investments made in other types of super funds.
Our team of advisors are well equipped to assist you with setting up and managing your SMFS, so book in for a free consultation to find out if a SMSF is right for you.
In this latest episode we will discuss how to get the most out of your self managed superfund. Click the button below to get great insights from our found and CEO Adem Becerivicwatch video
Adem Becirevic Authorised Representative No. 244661 | Virtual Financial Group Pty Ltd | Corporate Authorised Representative No. 363528 | Shartru Wealth Management Pty Ltd | AFSL 422409 | ABN 46 158 536 871
David Mitchell Yeates Authorised Representative No. 239539 | Virtual Financial Group Pty Ltd | Corporate Authorised Representative No. 363528 | Shartru Wealth Management Pty Ltd | AFSL 422409 | ABN 46 158 536 87
General Advice Warning
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information