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Self Managed Super Funds

SMSF Advisor Sunshine Coast

 

Does overseeing your own assets and investment portfolio sound more like you? If so, then a Self Managed Super Fund (SMSF) could be the answer. While there are many benefits associated with having your own super fund there are increased costs and higher risks. There’s also many legal and compliance obligations to adhere too. That is where an experienced SMSF advisor can help you. Contact us for an obligation free chat about self managed super today.

Here’s a snapshot of what you need to know.

A self managed super fund is not for everyone. As experienced SMSF advisors, we can assess your financial circumstances and let you know if this is a viable strategy for you to consider. Getting SMSF help on the Sunshine Coast does not have to be complicated. All it takes is one no obligation phone call to start the process.

18-35 years

Your main priority is most likely to be finding the right superannuation fund. Once you do this, you should make sure it’s set up correctly to maximise the benefits.

35-55 years

Now may have a self managed super fund all set up. You have time on your side to watch your super grow. It’s called interest on interest.

55+ years

This is a critical time. Now is the time to consider your retirement years. How can you accumulate the required funds within the cap limits. If you have wealth already created, is this the time to think about protecting it in your super?

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Assessment Session

Check in with Ethica Private Wealth Specialists for your FREE Financial Assessment Session where we will discuss ideas on how you could improve your financial outlook.

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Ethica Private Wealth Specialists can help you to accumulate wealth, protect it and enjoy it! We are experience SMSF advisors on the Sunshine Coast.