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How to Make Self Managed Superannuation Fund Work For You - SMSF Pro

At SMSF Professionals, our group of SMSF Accountants and Independent Financial Planners are happy to assist you with the investment and estate planning strategies for your SMSF at https://www.smsfpro.com.au/.

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How to Make Self Managed Superannuation Fund Work For You - SMSF Pro

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  1. How to Make Self Managed Superannuation Fund Work For You

  2. What is Self Managed Superannuation Fund (SMSF)? • The term self-managed superannuation fund – otherwise known as an SMSF – basically refers to do‑it-yourself super. Having an SMSF means simply having control of how your super is being invested, and it has become a popular method of saving for retirement. • An SMSF is a trust where funds or assets are held and managed on behalf of a maximum of four individuals, to provide future retirement benefits. • Before you consider leaving your current superannuation fund to establish an SMSF, you should discuss your options in detail with a financial adviser.

  3. The Benefits Of Establishing An SMSF • The main reason for establishing your own SMSF is the increased level of control you have, as well as the investment choice and flexibility. You become the trustee of your fund and therefore make decisions on your fund's investment strategy and the type of assets that are held within your fund. • Your SMSF can also invest in investments not usually available in a public super fund. Our SMSF specialist advisor and SMSF accountants will allow your fund's investments to be customized to suit the precise requirements of members, before and after retirement. • Once you’ve decided an SMSF is right for you, it’s important to understand the steps involved in getting your SMSF established.

  4. Steps To Setup A Self Managed Superannuation Fund (SMSF) • Establish a Trust • Obtain the Trust Deed • Sign a declaration • Lodge an election with the Regulator • Open a cash account

  5. How We Can Help • At SMSF Professionals, our group of SMSF Accountants and Independent Financial Planners are happy to assist you with the investment and estate planning strategies for your SMSF. • We will recommend an investment strategy that is in line with your risk profile and incorporates your ideas about investing within your SMSF. We make the recommendations. You make the decisions. • SMSFs, Retirement Planning and Estate Planning is a complex area, but with our experience we will help to make sure your money goes to the right people at the right time.

  6. For information about Superannuation Accounting Services or to Set up superannuation funds please contact us at SMSF Professionals on 1800 883 007. Phone: 1800 883 007Email: info@smsfprofessionals.com.auAFSL No.: 482937 https://www.smsfpro.com.au/

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