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Self Managed Superannuation Fund

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Superannuation is the way most Australians save money to retire. Usually, you start saving for your retirement when you start work and your employer pays super for you the 'super guarantee'.

Generally,thee are three ways you can save your super:

You should carefully consider which option is best to provide for your retirement. If you're thinking about setting up an SMSF, you need to decide if this is type of fund is right for you and the things you will need to do to set it up and run successfully.

There are many professionals who specialise in SMSFs. They provide advice to help you understand

They can also help you set up and run your fund if this type of fund is right for you.

Financial Advisers

A licensed financial adviser will consider your personal situation and recommend a suitable product for you. By using a financial adviser, you get extra protection if anything goes wrong because you have recourse to an independent complaints scheme. If you have any complaints about the advice you receive you should complain to the adviser first, and if you're not satisfied with the outcome of that complaint, you may be able to refer the matter to the Financial Ombudsman Service (FOS). The FOS is a free and independent complaints scheme.

Tax agents and accountants

Tax agents or accountants can help you set up an SMSF and advise you on the establishment, operation, structuring and valuation of an SMSF. However, they cannot advise you about which super fund best suits you or which investments should be in your fund, unless they are also a licensed financial advisory business.

Remember, if you decide to set up an SMSF, you will be either a trustee of the fund or a director of the company that is a corporate trustee for the fund. Therefore you are legally responsible for all the decisions made even if you get help. A professional can provide advice and assistance but you're ultimately responsible.

 

To order a new Self Managed Superannuation Fund, please fill in the following form and submit to us for initial discussion. Our staff will contact you and confirm before your new Self Managed Superannuation Fund is registered.

Client Contact Details

Self Managed Superannuation Fund (Client Details)


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