Self Managed Superannuation Fund

 A Self Managed Superannuation Fund (SMSF) is a fund where members (who are generally also the trustees), carry out the administrative and investment management of the fund. As highlighted under our Superannuation Philosophy section, there are many aspects to consider when choosing a superannuation fund. SMSFs are extremely attractive to many clients and offer the greatest flexibility, particularly in the following three important areas of taxation management, investment flexibility, and estate planning and control:Under the recommended SMSF, taxation liabilities and offsets are determined at an individual member level. In many other types of superannuation, taxation liabilities and offsets are usually spread across the entire fund.Investment flexibility is much greater in the SMSF option. For example, you can also hold direct shares as well as managed funds and business and residential property.The SMSF structure provides you with a high level of control in relation to investment management and estate planning associated with these funds.

Category: Investment Services

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