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SMSF RESOURCES

Our self managed super fund site contains a variety of excellent SMSF information and we would be delighted to send you our full self managed super fund pack to help you better understand SMSFs.  Our SMSF Specialist Advisors are also available to talk or meet with you to help ensure the best structure for your self managed super fund.

The Australian Taxation Office (ATO) also provide some excellent information and an SMSF guide.  Click on the following  FREE Self Managed Superannuation Fund guides from the ATO.

 

⇒ Starting a Self-Managed Super Fund   –   ATO PDF GUIDE

 

⇒ Winding Up an SMSF   –   ATO PDF GUIDE

If you set up an SMSF, you’re in charge – you make the investment decisions for the fund and you’re held responsible for complying with the super and tax laws. It’s a major financial decision and you need to have the time and skills to do it or use an experienced SMSF professional.

Self Managed Super Funds Resources

The Australian Taxation Office is the ruling body for Self-Managed Superannuation Funds (SMSF). Their Super website also directs you to valuable information regarding self-managed superannuation.  They also provide the above self managed superannuation fact sheets which we believe are a great start if you are looking to better understand SMSF’s.

The most common misconception about Self-Managed Superannuation Funds is that the fund is itself an investment. However, an SMSF is an entity which can hold a variety of investments. Even the most conservative investor can use basic strategies to achieve their financial objectives.  Speak with our SMSF Specialist Advisors to see how a self managed superfund can help with your financial future.

Superannuation Calculator

The ATO & Government websites provides tools for calculating basic superannuation matters, for example

Superannuation Calculator – how much will you have when you retire? 

Government Co-Contribution Calculator

Call our SMSF team today on 1300 587 673 for all of your SMSF advice and self managed super funds resources.

We are always keen to help you achieve,
your personal financial goals.

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