Self-Managed Superannuation Funds
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Self-Managed Superannuation Funds (SMSFs)
Superannuation stands as one of the most tax-efficient paths to build retirement wealth. However, when you establish a Self-Managed Super Fund (SMSF), you assume control. Self-managed super funds offer an excellent avenue to achieve your retirement objectives, but it’s important to note that “self-managed” doesn’t imply navigating the journey alone. Collaborating with our experienced financial planning partners, we provide comprehensive assistance tailored to your SMSF needs, from its establishment and administration to optimizing its benefits and ensuring compliance with superannuation and tax regulations.
Your SMSF must operate solely to furnish retirement benefits for members or their dependents. Additionally, while SMSFs offer flexibility, they come with setup and ongoing costs, making them not inherently cheaper. Running an SMSF demands time, interest, and competency—it’s not a casual pursuit. While SMSFs enjoy popularity, they’re not universally suitable. Assess your unique circumstances to determine if an SMSF aligns with your goals.
