Thinking about a self-managed superannuation fund?
Like many Australians, we hear a lot about SMSF’s but we don’t know where to start. Is it right for me? What responsibilities do I have? How do I invest? Who manages my accounts?
It can be a lot simpler than you think when you choose the right professionals to guide you. Super by Design was created to offer the best of accounting and financial advice, together in the one place. Bringing together trusted and experienced professionals providing honest and straight forward advice ensures that you can have every confidence in the design of your retirement journey.
A superior customer experience through providing greater collaboration between accountants and financial advisers was the catalyst for the creation of Super by Design in 2016 by Lawrence Crane and Stuart Gilchrist.
Why consider an SMSF?
Typical reasons people look to set up a SMSF are:
- Investment Choice – choose from a wide array of investment options and products
- Control – to ensure the ultimate flexibility, combining up to four family members together, and investing directly into residential property
- Flexibility – the ability to change investments in future and allowing pension and accumulation accounts together in the one account
- Transparency – knowing exactly what you are paying for, and where you invest
- Being better connected with your assets providing more confidence in your retirement goals
- A self-managed superannuation fund is not right for everyone. We will profile your needs and will recommend the most suitable retirement savings vehicle.
Why plan your retirement?
Typical reasons people seek financial advice:
- Understand what is required to close the gap and achieve retirement plans
- explore different strategies to achieve goals more quickly
- Understand how living standards and family can be financially protected
- Engage in ongoing reviews to manage changes in personal situation, as well as changes to legislation
- Set financial goals to encourage a disciplined savings program
- Save time and trouble understanding benefits, rules, strategies and investment strategies
Why are so many people setting up their own SMSF?
“…in the five years to 2014-15 we have seen the number of SMSFs grow by 27 per cent to 557,000, with total assets worth $590 billion.” source ato.gov.au
Super by Design can help
- Over 30 years of combined accounting experience
- More than 10 years of financial advice experience
- No jargon
- Your best interests are genuinely the focus
- Reliable, energetic experts with strong values such as honesty and integrity.
- Advice, Accounting and SMSF Administration available as a full package or just the parts you need.
- Free, obligation free initial consultation, or join us at our one of our seminars.
Book your seat
Are you ready to set up your SMSF?
We warmly invite you to our seminar to find out more about self-managed superannuation funds and whether it is the right path for you!
Book your seat
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