SMSF Investment Advice
”I've known Nick and his team for a number of years, Nick is highly knowledgeable and incredibly generous with his time."
Self-managed Super Funds are not for everyone. What a self managed super fund gives you is flexibility in the assets you can invest in. The downside of this flexibility is as the trustee of a self-managed super fund all the risks of the running and compliance of the super fund sits with you the trustee.
What a self-managed super fund allows you to do is invest in direct property commercial or residential, collectables (i.e. art, cars, watches or anything that your investment strategy allows).
Every super fund whether it is an industry fund, retail fund or self-managed super fund is an investment trust which has specific beneficial rules the encourage you to save within this tax structure. As stated above when you take on the responsibility as the trustee in a self-managed super structure you have flexibility and responsibility on how the money contributed to this fund are administer and invested.
Who does a self-managed super fund suit? Sophisticated Investor, people with strong investment experience and the time and energy to administer their own superannuation fund. Business owners who prefer to purchase and own their own operating premises a self-managed super fund provides a tax effective vehicle for purchasing that commercial space to operate your business from. People interested in residential property investment with a long term view and they would like to use their super savings to invest in direct residential property.
As stated at the beginning self-managed super funds are not for everyone, they are complexed structures with complicated rules and are time consuming to maintain compliance.
Every super fund whether it is an industry fund, retail fund or self-managed super fund is an investment trust which has specific beneficial rules the encourage you to save within this tax structure.
