A SMSF has less than five members and each member is also a trustee. This means that the members are not only responsible for making all the investment and operational decisions for the fund, but they are also responsible for ensuring the fund is run and maintained in accordance with strict legal and regulatory requirements.
SMSFs empower you to:
Gain transparency and control of where and how your money is invested
Take advantage of flat fee pricing structures
Manage underlying investments including direct property, assets and high interest cash accounts
Explore more tax effective strategies
Financial Adviser Sydney can help you to get started. Our accredited SMSF advisers offer:
Advice and structure on how to set up your SMSF and maximum return
Investment strategies to meet your goals and minimise risk
Taxation and financial accounting services
A yearly audit
Six monthly, yearly and ad hoc investment strategy reviews
Transparent and cost effective fixed fee structures
Call Financial Adviser Sydney today for a complimentary consultation to learn how a SMSF can help secure your future regardless of how the markets behave.
"Peter thank you for your advice regarding my superannuation and insurance needs. You have saved me money on fees, consolidated my super, boosted its performance and I have a clear strategy on how I can best achieve my long term objectives using a self managed super fund. I will not hesitate to recommend your strategic advisory service to my family, friends and colleagues."