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As proud members of the SMSF Professionals Association of Australia (SPAA) and a self-licensed firm, we bring a wealth of expertise to help you navigate your SMSF needs with confidence and clarity.
A Self Managed Super Fund (SMSF) is a superannuation fund that you manage yourself. Unlike traditional funds with professional managers, an SMSF gives you complete control over your retirement savings and investment choices. You can invest in various assets, such as shares, property, and managed funds, to tailor your portfolio to your financial goals.
A Self Managed Super Fund (SMSF) offers you greater control over your investment decisions, allowing you to select assets that match your financial goals and risk tolerance. With investment flexibility, you can diversify your portfolio by investing in various asset classes, such as real estate, shares, and cash, which may enhance your returns. SMSFs provide tax benefits, as earnings within the fund are taxed at a lower rate, with additional advantages during retirement. You can also create a personalised strategy that reflects your unique circumstances, including lifestyle and retirement goals. Plus, SMSFs facilitate involvement in estate planning, ensuring your assets are passed on to your beneficiaries as you desire.
A Self Managed Super Fund (SMSF) allows for direct ownership of assets, giving you clarity and transparency in your investments. By actively managing your portfolio, you have the potential for higher returns compared to traditional funds, especially if you possess the expertise and time to make informed decisions. Additionally, an SMSF encourages involvement in your retirement planning, leading to greater satisfaction and confidence in your financial future.
While SMSFs offer many advantages, they also come with responsibilities, such as compliance with regulatory requirements and ongoing administration tasks. It’s important to assess whether you have the time, knowledge, and interest to manage your SMSF effectively. At Sterling Financial, we can guide you through this process, helping you determine if an SMSF is the right choice for your retirement strategy.
We provide a comprehensive package encompassing all aspects of investment, administration, and compliance services for your Self Managed Super Fund (SMSF). Our team will perform strategic reviews of your investments and portfolio performance at least twice a year. During these reviews, we’ll meet with you to discuss your individual needs, goals, and objectives, ensuring your strategy aligns with your vision.
Crucially, you will maintain full control of your portfolio, as all investments are registered in your name. Rest assured, no changes will be made without your explicit approval, giving you peace of mind as you manage your retirement savings.
View your portfolio/superfund using the following link:
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