Self Managed Super Funds (SMSF)

Self Managed Super Funds (SMSF)Take Control of your Financial Future with Ethica Private Wealth

Business people, farmers and the self-employed often use SMSF because of the greater control over where assets are invested and the tax advantages gained through owning a company.

If you like to be hands on with your investments a self-managed super fund (SMSF) may work for you, allowing you to directly invest in your own chosen investment mix.

However, it’s important to remember that there are often higher costs and significant risks to be aware of when operating your own super fund, not to mention legal and compliance obligations.

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About Self Managed Super Funds

Business people, farmers and the self-employed often use SMSF because of the greater control over where assets are invested and the tax advantages gained through owning a company.

If you like to be hands on with your investments a self-managed super fund (SMSF) may work for you, allowing you to directly invest in your own chosen investment mix. However, it’s important to remember that there are often higher costs and significant risks to be aware of when operating your own super fund, not to mention legal and compliance obligations.

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The team at Ethica Private Wealth Specialists would love to help with your investment planning and invite you to a free consultation to discuss your goals further.

Contact us on (07) 5443 5577 or complete the form below.

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We Work With You

The team at Ethica Private Wealth Specialists can work with you to assess if a self managed super fund is the most appropriate option for you and ensure that you are aware of both the pluses and minuses before committing.

We can work closely with your legal and tax advisors to help you structure a self-managed superannuation fund that will help you achieve your goals and meet all requirements.

Talk to us today about your SMSF ideas in a complementary initial consultation (valued at $440). Get in touch by calling (07) 5443 5577 or complete the enquiry below form and we’ll respond to you soon.

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