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OUR SERVICES    Your Superannuation    Self Managed Super Funds    When is a Self Managed Fund a Cost Effective Option?
When is a Self Managed Fund a Cost Effective Option?

A SMSF is usually most cost effective when assets exceed $150,000. It is best suited to investors seeking maximum control and transparency and who are willing to accept responsibility of being trustee for their fund.

There are many issues to consider before making the commitment to establish a self managed superannuation fund, such as:

  • the financial and time burdens of operating a self managed superannuation fund
  • your responsibilities as a trustee to comply with the legislation, and
  • determining whether you have a sufficient amount of money to contribute to the fund to make it viable.
You should also ensure you have the appropriate combination of asset levels, investment diversification and expertise to manage the fund successfully. We strongly recommend you consult a qualified professional to discuss whether a self managed superannuation fund is the best retirement saving option for you.
 
 
Self Managed Superannuation Funds (SMSFs) are becoming more common - here are some of the most frequently asked questions and answers about this investment strategy.
There are many paths to wealth creation - your financial 'stage' in life determines the strategy or strategies that best suit you. There is an optimal path for your unique situation. What works for your neighbour may not work for you.
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