We can help you set up a Self Managed Superannuation Fund (SMSF).
If you want complete control of how your superannuation money is invested or want to buy property in superannuation, a SMSF may be an option.
You can even combine your super with your partner or family to help gain greater exposure to different types of investments. It’s important to seek professional financial planning advice to determine if a SMSF is appropriate for you.
An Oak Tree Financial Planner, can walk you through all the pro’s and con’s of managing your own superannuation via a SMSF structure. Have comfort knowing that you have a specialist SMSF Adviser that is across all new legislation requirements for your SMSF.
Managing your own superannuation fund is for the more experienced investor, but we are here to help you through the whole process.
Receive a Complete SMSF Service:
Whether you want to invest in residential or commercial investment property, direct shares, managed funds, cash, term deposits or buy a business premises… Beware there are legislative restrictions, we’ll let you know what you can do and how you can do it!
Have access to a SMSF Specialist Adviser, to help you establish, manage and provide ongoing advice and software support for your SMSF.
Unlike retail or industry superannuation funds, SMSF’s can provide more flexibility and control of investments. A SMSF is a superannuation fund that is managed by yourself and regulated by the ATO, as such you are responsible for the compliance of the Fund. SMSF’s are a complex area which have specific legislative requirements.
Setting up and running a SMSF can be costly and generally these types of superannuation funds are suitable for those with larger superannuation account balances to ensure the fund is cost effective.
Getting Self Managed Super Fund Advice is important to determine whether this type of structure is appropriate for your retirement savings.