Background

… a way of gaining greater control over your super, broadening investment opportunities and depending on the fund balance, gaining ongoing cost savings as well.

Our tailored financial plan will help …

–   Assess whether a SMSF is right for you

–   Determine your accumulation and/or pension strategy

–   Establish a suitable investment mix to meet your short and long term objectives

–   Start your fund and present a plan for ongoing administration, compliance and advice.

Self Managed Super Fund – ATO Home Page

 

 

 

 

ATO Website

 

Is a SMSF right for you?

 

http://www.ato.gov.au/content/downloads/spr00182491n72579.pdf

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