Self-Managed Superannuation Fund (SMSF) is not a do-it-yourself Fund (DIY Fund). The decision to commence an SMSF is complex and depends upon the level of responsibility you are willing to accept and your ultimate objectives. There is no ideal balance required to start an SMSF fund.
SMSF’s requires specialist advice for optimal results. We recommend working with a board of advisers who are your panel of experts. These experts may include an accountant, auditor, financial adviser etc. Their role is to provide essential services/advice and to ensure you understand your SMSF and your role as Trustee.
Our role is to provide you with access to the latest financial information and our knowledge of the ever-changing superannuation environment so that as Trustee of the fund, you can make optimal decisions.
Why might you consider an SMSF? You, as the Trustee, have complete control of your superannuation, along with greater investment choices and opportunities. You could acquire assets not generally available within a public offer superannuation fund, such as:
Other benefits include tailored taxation planning, the option to transfer an overseas pension entitlement into an SMSF, the opportunity to commence a Family SMSF and aggregate assets, estate planning and intergenerational wealth transfer.
An SMSF may be suitable in the following circumstances:
“An SMSF may provide a wonderful opportunity to grow wealth, however the decision to commence one is complex and should not be taken lightly.”
We provide an end-to-end SMSF solution for those who are seeking to establish an SMSF, or already have one in place. Our advice will provide clarity and understanding of the benefits, costs, and your rights and responsibilities as the Trustee of your fund.
We will guide you to make the right decisions, regardless of whether you are in the establishment, ongoing management or winding-up phase. Our aim is to provide you with advice, the most appropriate service solution for your SMSF, and to help you create a board of advisers who will assist, advise and guide you.
The initial considerations include:
As your financial adviser, we recommend regular reviews of the above considerations to ensure your SMSF remains financially rewarding.
As part of our ongoing relationship, we recommend we meet you on a regular basis (6 monthly or annually) to:
This brochure contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Invest Blue Pty Ltd (ABN 91 100 874 744) and Subsidiaries trading as Invest Blue, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.