HOME
ABOUT US
Our Business
Our Process
Our Dealer
Our Team
Our Adviser Profiles
OUR SERVICES
Your Plans
Your Wealth
Tax Strategies
Your Superannuation
Government Sector Superannuation
Private Sector Superannuation
Self Managed Super Funds
Your Estate
Will
Testamentary Trust
Enduring Power of Attorney
Your Portfolio Administration
Individually Managed Accounts (IMA's)
Seperately Managed Account (SMA)
Unified Managed Account (UMA)
Your Money Personality
The Nine Personalities
CLIENTS
Access Your Portfolio Account
Corporate Actions
Client Events
Client Briefing Audio
News and Views
Your Profile
SEMINARS
RESOURCES
Articles
2010 Budget Review
Audio and Visual
Video
Quality Links
CONTACT US
Email:
Password:
Print Header
%3ctable border%3d%270%27 style%3d%27display%3ainline%27 id%3d%27RadWMinimized%7b0%7d%27 class%3d%27RadWMinimizedActive%27 cellspacing%3d%270%27 cellpadding%3d%270%27%3e %3ctr class%3d%27RadWTitleRow%27%3e %3ctd%3e %3cimg class%3d%27RadWIcon%27 src%3d%27%7b3%7d%27 align%3d%27absmiddle%27 border%3d%270%27%3e %3c/td%3e %3ctd style%3d%27vertical-align%3amiddle%3b%27 nowrap%3e%3cdiv style%3d%27padding%3a1px%3bwidth%3a40px%3boverflow%3ahidden%27 %3e%3cspan id%3d%27RadWMinimizedTitle%7b0%7d%27 onselectstart%3d%27return false%3b%27 class%3d%27RadWTitleText%27%3e%7b4%7d%3c/span%3e%3c/div%3e%3c/td%3e %3ctd nowrap%3e %3cimg class%3d%27RadWButton%27 style%3d%27vertical-align%3amiddle%3bborder%3a0%27 src%3d%27%7b2%7dImg/Restore.gif%27 id%3d%27RadWMinimizedRestore%7b0%7d%27 onclick%3d%27%7b1%7d.Restore%28%29%27/%3e %3c/td%3e %3ctd nowrap%3e %3cimg class%3d%27RadWButton%27 style%3d%27vertical-align%3amiddle%3bborder%3a0%27 src%3d%27%7b2%7dImg/Close.gif%27 id%3d%27RadWMinimizedClose%7b0%7d%27 onclick%3d%27%7b1%7d.Close%28%29%27/%3e %3c/td%3e %3c/tr%3e %3c/table%3e
%3cstyle%3e body %7b background%3a white%3b font%3a normal 12px Arial%2c Verdana%2c Sans-serif%3b overflow%3a hidden%3b height%3a 100%25%3b %7d .Button %7b background%3a url%28%7b2%7d/Img/modalBtnBg.gif%29%3b border%3a 0px%3b width%3a 78px%3b height%3a 20px%3b color%3a %23333%3b font%3a normal 11px Verdana%2c Arial%2c Sans-serif%3b margin-bottom%3a 8px%3b %7d .FixedDiv %7b font%3a normal 11px Verdana%2c Arial%2c Sans-serif%3b color%3a black%3b text-align%3a center%3b %7d %3c/style%3e %3cdiv class%3d%27FixedDiv%27%3e %3cbr /%3e%3cbr /%3e %3cimg align%3d%27absmiddle%27 style%3d%27vertical-align%3amiddle%3bborder%3a0%27 src%3d%27%7b2%7dImg/AlertIcon.gif%27 /%3e %7b6%7d %3cbr /%3e%3cbr /%3e %3c/div%3e %3ccenter%3e %3cbutton class%3d%22Button%22 onclick%3d%22GetRadWindow%28%29.Close%28%29%22%3b%3e %3cscript%3e document.write%28GetRadWindow%28%29.GetLocalizedString%28%22Ok%22%29%29%3b %3c/script%3e %3c/button%3e %3c/center%3e %3cembed src%3d%22%7b2%7dImg/alert.wav%22 height%3d%220%22 width%3d%220%22 style%3d%22display%3a none%3b%22%3e%3c/embed%3e
%3cstyle%3e body %7b background%3a white%3b font%3a normal 11px Arial%2c Verdana%2c Sans-serif%3b overflow%3a hidden%3b %7d .Button %7b background%3a url%28%7b2%7d/Img/modalBtnBg.gif%29 no-repeat%3b border%3a 0px%3b width%3a 78px%3b height%3a 20px%3b color%3a %23333%3b font%3a normal 11px Arial%2c Verdana%2c Sans-serif%3b margin%3a 2px%3b %7d .FixedDiv %7b font%3a normal 11px Arial%2c Verdana%2c Sans-serif%3b margin%3a 3px%3b color%3a black%3b text-align%3a center%3b %7d %3c/style%3e %3cdiv class%3d%27FixedDiv%27%3e %3cbr /%3e %3cimg align%3d%27absmiddle%27 style%3d%27vertical-align%3amiddle%3bborder%3a0%27 src%3d%27%7b2%7dImg/AlertIcon.gif%27 /%3e %7b6%7d %3cembed src%3d%22%7b2%7dImg/alert.wav%22 height%3d%220%22 width%3d%220%22 style%3d%22display%3a none%3b%22%3e%3c/embed%3e %3c/div%3e %3cbr%3e %3ccenter%3e %3cbutton class%3d%22Button%22 onclick%3d%22GetRadWindow%28%29.ModalDialogCallBack%28true%29%22%3e %3cscript%3e document.write%28GetRadWindow%28%29.GetLocalizedString%28%22Yes%22%29%29%3b %3c/script%3e %3c/button%3e %3cbutton class%3d%22Button%22 onclick%3d%22GetRadWindow%28%29.ModalDialogCallBack%28false%29%22%3e %3cscript%3e document.write%28GetRadWindow%28%29.GetLocalizedString%28%22No%22%29%29%3b %3c/script%3e %3c/button%3e %3c/center%3e
%3cstyle%3e body %7b background%3a white%3b font%3a normal 11px Verdana%2c Arial%2c Sans-serif%3b overflow%3a hidden%3b %7d .Button %7b background%3a url%28%7b2%7d/Img/modalBtnBg.gif%29 no-repeat%3b border%3a 0px%3b width%3a 78px%3b height%3a 20px%3b color%3a %23333%3b font%3a normal 11px Verdana%2c Arial%2c Sans-serif%3b margin%3a 2px%3b %7d .FixedDiv %7b font%3a normal 11px Verdana%2c Arial%2c Sans-serif%3b margin%3a 3px%3b color%3a black%3b text-align%3a center%3b %7d %3c/style%3e %3cdiv class%3d%27FixedDiv%27%3e %3ccenter%3e %3cbr /%3e %3cimg align%3d%27absmiddle%27 style%3d%27vertical-align%3amiddle%3bborder%3a0%27 src%3d%27%7b2%7dImg/AlertIcon.gif%27 /%3e %7b6%7d%3cbr /%3e%3cbr /%3e %3cinput type%3d%27textbox%27 style%3d%27width%3a200px%27 id%3d%27TextBox%27 style%3d%22border%3a solid 1px %23333%3b%22 /%3e %3cembed src%3d%22%7b2%7dImg/alert.wav%22 height%3d%220%22 width%3d%220%22 style%3d%22display%3a none%3b%22%3e%3c/embed%3e %3c/center%3e %3cbr /%3e %3ccenter%3e %3cbutton class%3d%22Button%22 onclick%3d%22GetRadWindow%28%29.ModalDialogCallBack%28document.getElementById%28%27TextBox%27%29.value%29%3b%22%3e %3cscript%3e document.write%28GetRadWindow%28%29.GetLocalizedString%28%22Ok%22%29%29%3b %3c/script%3e %3c/button%3e %3cbutton class%3d%22Button%22 onclick%3d%22GetRadWindow%28%29.Close%28%29%22%3e %3cscript%3e document.write%28GetRadWindow%28%29.GetLocalizedString%28%22Cancel%22%29%29%3b %3c/script%3e %3c/button%3e %3c/center%3e %3c/div%3e
OUR SERVICES
Your Superannuation
Self Managed Super Funds
What are the Advantages of Self Managed Super?
What are the Advantages of Self Managed Super?
There are four main benefits of managing your own super fund:
Control - you choose how your assets are invested. With our assistance you can monitor how those investments perform and make appropriate investment decisions
Flexibility - As you have total control of your fund, you can switch or modify investments as you see fit. And you'll be able to make prompt 'corrections' to your investment plan. You can link your fund with your overall financial plan. For example, your self-managed fund can be used for both accumulating assets during your working life and for income during retirement by converting to an allocated pension
Tax Savings - Superannuation funds can use credits from franked dividends to reduce the 15% tax rate. In a self-managed fund you are in a better position to plan your investments to reduce this tax rate. In fact, some strategies can reduce this down to an effective tax rate of 0%
Cost Savings - To quantify whether a Self Managed fund is right for you we provide a fee analysis of your current superannuation arrangements and the cost savings from implementation of a self-managed fund.
Self Managed Superannuation Funds (SMSFs) are becoming more common - here are some of the most frequently asked questions and answers about this investment strategy.
More...
US stocks slip
Dollar lower after Labor reinstalled
Sharemarket finishes flat after Labor win
RBA keeps interest rates on hold
Brokers cut price targets on Macquarie
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.
More...