Self Managed Superannuation Funds are a great investment tool for those who want more control over their retirement assets. While there is a lot of responsibility managing your own fund, with the right planning and advice, the reward can be can be worth it. Self Managed Superannuation is a way to actively manage your own retirement.
Self Managed funds are not for everyone, as Trustees and Members need to be aware of their responsibilities to ensure they do not breach any of the Superannuation laws. At Garcia Group Advisors we are here to help you navigate these requirements to ensure you protect and grow your retirement nest egg.
Whether you already have a fund set up, or are considering whether Self Managed Superannuation is an solution for you, come in and have a chat to see how we can help you.
– Flexibility over the investments within their super – whether this be interest bearing accounts, shares, managed funds, or property
– Reduce administration costs for funds with larger balances – this can be achieved through combining spouse funds, and fees are fixed rather than being based as a percentage of the funds balance
– Greater control over insurance policies, and estate planning for the future.
CONSIDERING A SMSF? ALREADY SET UP? COME IN & HAVE A CHAT TO SEE HOW WE CAN HELP YOU.
As Superannuation is a financial product regulated in Australia, general advice may be given by accountants, however specific advice may require a Financial Planner.