Take Control of your Future with a Self-Managed Super Fund
Self-managed super funds, or SMSF’s, are exactly what they sound like. They allow you to manage your own super and make your own investment decisions and choices. SMSF’s are smaller than corporate, retail and, industry funds. Because they are smaller than these traditional master trusts they can provide individual trustees within a SMSF’s more flexibility to tailor the fund to your own personal circumstances and retirement funding requirements.
With a self-managed super fund, you choose where your money goes, giving you ultimate control of your own fund. This puts you in charge of your own retirement, and could save you a lot of fees and charges by doing this. An SMSF allows you to leverage into broader investment options, such as property or shares, or you can stay with whatever is comfortable. Either way, it is you who makes the decisions.
Who qualifies for a SMSF? Any individual or group of up to four members can start one. To benefit from this structure we recommend pooled investments of $250,000 or more to justify the ongoing costs associated with managing a compliant SMSF. New funds can be set up with individual or corporate trustees.
At Highland Financial, we will help you with important considerations and strategies, including your personal investment strategy, pension, transition to retirement, and personal insurances. We provide a full range of financial services for your SMSF, including the following:
To many firms, only the larger accounts are seen as “important,” while smaller funds are seen as “less important.” At Highland Financial everyone, from the largest corporate account to the minimum starting account, is important, and we treat everyone with the respect, attention, and dignity they richly deserve.
At Highland Financial, you can always rest assured that we will treat you like we treat our own family members. We love what we do at Highland Financial, and what we do is take care of people like you, who want to ensure that their super provides for their future.
If you are thinking of starting a Self-Managed Super Fund, or already have one and aren’t satisfied with the service you are getting, speak to your Highland Financial specialist on 1300 657 037 or email to firstname.lastname@example.org.
Your future starts now – let’s get started today.
Call us today for an obligation-free consultation on 1300 657 037