A self-managed super fund (SMSF) is a trust structure that can be used to manage retirement savings on behalf of its members. SMSFs are established for the sole purpose of providing financial benefits to its members in retirement, the benefits can also be passed to beneficiaries upon death.

 

It is fast becoming the preferred method of retirement investing for the mum and dad investor. SMSF enable the members to manage and choose the investments within the fund to save for their retirement.

 

Through our associates gain an important understanding of what is a SMSF, is it for you, the costs and how to invest. Our office offers a one stop shop to cater for all your financial advice needs.

 

Contact our office to make an appointment.