Your superannuation savings are critical to determining the quality of your lifestyle at retirement
Many of our clients wish to take control of their superannuation savings and invest in assets in which they feel comfortable and understand. They also believe they can generate a better return for themselves than the big Fund Managers. A SMSF provides the ability to tailor your investments to suit you and your personal goals
It is an alternative to investing in large institutional funds as it provides greater control and flexibility over your investments. When you set up a SMSF, you will be able to also invest in asset classes not available via institutional funds
For our business clients a SMSF provides structure that may provide a higher level of asset protection as superannuation is generally protected against creditors and bankruptcy.
Suitability and general SMSF advice
We can discuss the general suitability of a SMSF for your circumstances. As you set up a SMSF, we can put you in touch with, liaise and work closely with financial planners, lawyers and finance brokers to assist in any area necessary to ensure your objectives are met.