Self-managed Super

Self-managed Super

If having more control of your financial future is important ask our self-managed super specialist how you can take control.

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A self-managed superannuation fund (SMSF) is your own personal superannuation fund. They give you control over how your hard earned superannuation contributions are invested.

SMSF is the fastest growing sector of the superannuation industry. The reasons for this growth are the benefits of investment control, investment choice, tax concessions and administrative cost savings.

With these benefits & control comes responsibilities. This is where we help you by removing the complexity, looking after all your compliance and administration needs, and guiding you along every step towards your goals.

SMSF’s do what the name implies. Rather than paying super contributions into an industry fund or wrap, you pay it into a fund that you run yourself. A SMSF is a special purpose trust where money and investments are held and managed on behalf of the members. The fund’s purpose is to provide benefits to members on retirement or death.

Control + Choice + Tax concessions + Savings = More understanding, confidence & satisfaction.

The growth in SMSF’s over the past decade has been phenomenal. In 1998 12% of Australia’s superannuation was held in SMSFs, which compares with 32% today.

The reason for growth in SMSF is because, as “self-managed” suggests – you are in control:

  • you manage your own super fund,
  • you decide how to invest,
  • you have a wider choice of investments (compared to other superannuation options).
  • you have flexibility to make timely investment decisions as market conditions change.
  • you can take advantage of tax concessions via tax planning strategies afforded to SMSF.
  • you generally pay lower fees.
  • you can have up to four fund members (you can include your family), giving you more to invest and keeping fees lower for everyone.

One of the greatest benefits is that if you chose the right SMSF advisor, you can meet with & talk directly to an experienced specialist who will make the effort to understand you and the specific needs of your family & business.

Call or email to arrange a meeting…

Our SMSF specialists will meet with you and together we will take the time to understand your unique needs and goals.

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your qualified professional before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decision or actions taken as a result of you acting upon such information.