Consultation with an SMSF expert
Benefits of running a SMSF can be attractive, but setting up a SMSF and administering your fund can be complicated. Not getting it right can severely affect your financial situation and retirement plans.
Super Advisor will provide a free initial consultation to first, discuss the suitability of a SMSF, second explain the advantages and disadvantages of running your own SMSF.
What is involved in managing a SMSF?
Let’s take you step by step of what’s involved.
When establishing a SMSF, there are a number of steps involved, including:
Once your fund has been set up, you will then need to arrange to:
Then, each year you need to
When you retire or start drawing a pension, you may need to
Managing Your SMSF Investments
Through our Partner Program, we can introduce you to your very own Investment Management Team who can manage your superannuation investment portfolio based on your needs and objectives. You will be able to check the performance and value of your portfolio 24/7.