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Self-Managed Super Funds

Self-Managed Super Funds

 

Take Control of your Future with a Self-Managed Super Fund

 

You are probably here because you want more out of your super. It could be because you are unhappy with your return and feel like you could do better on your own. It could be because you are leaving or changing jobs, or don’t want to be part of a large group. Maybe you just feel like you don’t have any control over where your money is going. The solution to your problem may be closer than you think.

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Are you looking for a Self Managed Super Fund in Brisbane?

If you want to have full control over your superannuation investment, then a self managed super fund is the way to go.

Operating this type of fund is more complex than allowing a third party service to take care of it for you, but if you make the right choices you can save a lot on the taxes and fees that can be involved in maintaining a superannuation fund.

Why would you want to do this? Superannuation fund managers are supposed to be experts in finance and investing. If you’re not an expert, you may feel that you’d be at a disadvantage by eliminating the expert fund manager from the equation.

We’re the Brisbane Self Managed Super Fund experts

The simple truth is you can set up a scenario where you can enjoy the low costs of a self managed super fund while still having access to expert financial guidance to make the correct decisions concerning how to invest your superannuation money.

Highland Financial is an expert investment advisor that is fully independent, charges fixed fees, and has access to a global network of financial intelligence data.

With this power working for you, your self managed super fund can be expected to perform even better than a traditional superannuation fund.

We will help you with establishing and structuring your fund. We’ll identify quality investment options chosen especially to meet your investment needs. At every step, you have a trustworthy advisor you can depend on to give you all the guidance you need to avoid the mistakes made by so many owners of self managed super funds.

Why Wait? Start You Self Managed Super Fund Today!

Highland Financial has been a leading participant in the financial industry in Brisbane for many years. In that time, we have established a solid reputation for the quality of the services we provide.

When you become our client, you get all the benefits of a self managed super fund without the burdens. That’s because we have the resources to get everything in place for you so that you can almost effortlessly manage your superannuation.

Make no mistake, running a self managed superannuation fund is a huge responsibility, and your future depends on you executing that responsibility well. The smallest error can result in vast sums being wiped off your future balance (this is due to the nature of compounding).

Compounding is exactly what it sounds like. Good things and bad things alike can be magnified. This is both a strength and a weakness, but with our help you don’t have to worry about the negative side of compounding. For you, compounding is a good thing.

In fact, if you understand a simple formula, it is easy for you to calculate how long it will take for you to double the balance of your fund. This is the “Rule of 72” which makes that calculation very easy.

Simply take the number 72 and divide it by the average anticipated interest rate you expect to earn on your investments. The result will be the approximate number of years it will take to double the value of the fund.

You’ll actually accomplish your goal faster than the number returned to you by the formula because you are constantly topping up your superannuation balance with additional contributions.

Contact the Self Managed Super Fund Experts in Brisbane Today!

If your current superannuation fund shows you a high interest rate but your money is not increasing in line with the Rule of 72, you are most likely paying too much in fees.

As you can see, a self managed superannuation fund that is managed well can be potentially very rewarding. Eliminate those high fees and you have more money in your fund to compound.

Talk to Highland Financial today about setting up your own self managed super fund.

Highland Financial are financial planners based in Brisbane who specialise in wealth creation and management. We provide financial planning services and advice that is geared to your financial situation. Visit our website or call us and see how we can help you generate wealth.

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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 advice@highlandfinancial.com.au.

 

Your future starts now – let’s get started today.

Call us today for an obligation-free consultation on 1300 657 037

Set up your new SMSF

We offer a full range of SMSF services, and have established relationships with a terrific network of accounting, administration, and compliance professionals that collectively can take care of all of the paperwork and compliance issues involved in setting up your SMSF.

Manage your existing SMSF

If you already have an SMSF, we make it easy and painless to transfer your fund to Highland Financial.

Update and review of current investment strategies

Our experienced and professional financial planners will inspect all aspects of your current financial situation to establish a starting point for your SMSF.

Financial strategy advice

After we have fully assessed your current financial situation, taking into consideration such variables as your income, assets, and liabilities, to provide a comprehensive financial plan, tailored to your specific situation. We specialise in helping our clients achieve their financial goals as efficiently as possible.

Investment advice

Picture1Our financial planners have a wealth of experience, and we can be counted upon to provide advice that is simple, straightforward, and helps you make sense of what can be a complicated financial landscape. We provide all of the information you need to make your own decisions and maximise your super.
We want you to be comfortable and we want you to have ultimate control over your investments, but we also want to be there to guide you, every step of the way, when you want advice. You will have an individual financial advisor whose duty it is to know everything about your financial situation and goals. He or she will provide you with the information and advice you need to make confident, well-planned financial decisions.

Deed review and updates

An SMSF trust deed is mandatory for any SMSF fund. We will help the process be as quick, easy, and painless as possible.

Wholesales taxation and audit service

We provide access to top-notch taxation and audit professionals. This helps to ensure that you keep all of the money to which you are legally entitled.

Administration and reporting

We always provide full access to current reports as to the status of your self-managed super fund. Whether it is something as simple as a balance sheet or as complicated as a full profit and loss statement, we always empower you by giving you full access to all of the information you require concerning your super fund.

Why Choose Highland Financial?

At Highland Financial, though we offer a large range of services, we never forget how important your financial planning is to you and your family. We combine years of expertise with a mission to provide the best service to every individual who walks through our doors. While some of our competitors pay more attention to corporate accounts, or to larger funds, we treat all of our customers, corporate and individuals, alike: as valued clients.

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“My sole purpose is to help clients achieve their financial and lifestyle objectives. To get them from where they are today to where they want to be – as safely and securely as economically possible” Chris Wren
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