Your future is
in your hands.

So make it a
good one.

SELF MANAGED
Superannuation Funds

Self Managed Superannuation Funds. (DIY funds)
They are a very popular way to go, allowing up to four family
members to be in the same self managed fund. You can have a
Trust Deed drafted to your exact requirements, which gives you
flexibility in relation to fund investments, tax strategies & estate
planning. Note:Accurate documentation for tax requirements
is important & may need additional specialist assistance.
(seek advise from your tax advisor or accountant).

Self managed funds offer almost limitless investment choice,
empowering you to invest in direct equities & property, a variety
of overseas assets & alternative assets that could include the
collection of valued artworks or antiques. Superannuation law sets
an investment framework that trustees must adhere to in relation to
the investment of fund assets. All investments need to be made in
accordance with the funds documented investment strategy.

Taxation efficiency. Ability to spread benefits across family
members within the fund & supports tax-effective estate planning
strategies that can include the payment of pensions upon death
to beneficiaries including children. There are no superannuation
funds that can match the management flexibility that is possible
within a self managed fund. Whether for the ability to pay a
tax-free lump sum to a spouse or a tax effective allocated pension
to children, self managed funds can provide the tailored flexibility
that generally cannot be replicated in other super-schemes.
As administrator of your own fund you can get as involved in the
investment process as you please. There's lot's to be considered
so please contact us for a confidential chat - plan to get ahead.