Self Managed Superannuation
Superannuation is one of the best long term saving arrangements, operating primarily to provide income for retirement. It remains one of the most tax-effective means of creating wealth as tax concessions apply to superannuation contributions, to earnings pertaining the fund and to benefits.
The difference between a Self-Managed Superannuation Fund (SMSF) often described as 'do-it-yourself funds' and traditional superannuation funds is that it allows you to have the control of your monies.
SMSF enables each member to be directly involved in the decision making process and to look after their own interests. It also provides flexibility for retirement planning, estate planning and insurance strategies.
There are currently over 400,000 SMSF's representing 800,000 Australians managing their own funds.
There are countless investment options available for you to exercise your personal choice in investment, ranging from domestic and international equities, bonds and/or term deposits and property, to derivatives, tax advantaged schemes and managed funds.
The list of investments to choose from is endless! It all depends on your risk profile and what goals you wish to achieve with your superannuation.
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In association with Ballast Financial Management (Australian Financial Services Licence Number 233180), your financial adviser can provide you with recommendations on new or existing investments as often as you wish. Funds administered by us are reviewed half-yearly in July and January.
Our task is to work with you to ensure your fund supports you in meeting your needs, to fund your desired lifestyle and give a feeling of financial security in your retirement.
New users are provided with superior online consolidated portfolio reporting, assisting in the investment management and core accounting services to streamline costs and enhance userbility and serviceability of your portfolio. Clients are able to access details including cashflow and capital growth components of their portfolio as well as overnight balances on investments.
Application Form
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