A Self-Managed Super Fund (SMSF) puts you in control of your retirement savings, but it’s not for everyone.
What is it?
An SMSF is a private super fund that you manage yourself. It gives you greater control over where and how your money is invested.
Why consider it?
– Wider investment options (including property and shares)
– Greater flexibility with strategy
– Potential tax advantages
What to keep in mind:
⚠️ You’ll be responsible for decisions, compliance, and reporting
⚠️ Managing an SMSF takes time, knowledge, and planning
Is it the right move for you? At Finselect, we help you weigh up the benefits and responsibilities, and guide you through the setup if you decide to go ahead.
Let’s talk about whether an SMSF suits your long-term financial goals.