Self Managed Superannuation Funds (SMSF)
The fastest growing sector of superannuation today is the Self Managed Superannuation sector. More and more Australians are choosing to own and run their own retirement nest egg.
SMSFs can provide:
SMSFs can be operated by Trustees as individuals or corporations and must lodge an annual tax return and audit. Trustees of SMSFs must adhere to strict legislation so if you are considering moving your super to a SMSF, professional assistance from accountants and financial advisers is a must.
Plan to Prosper Financial holds accreditation in Self Managed Superannuation and can provide advice in all areas of SMSFs. We can help you:
Plan to Prosper Financial Planning is a Corporate Authorised Representative of Blue Print Advisor Group ABN: 58158828525 AFSL: 423936. BluePrint Advisor Group and its authorised representatives do not accept any liability whatsoever to third parties. This message may contain confidential, proprietary or privileged information. If you are not the intended recipient, please delete this message and notify the sender immediately. If you are the intended recipient, you should not copy or use it for any purpose, nor disclose its contents to any other person without the authority of BluePrint Advisor Group.The contents of this page do not take into account your personal objectives, financial situation or needs and you must determine whether it is appropriate in terms of your particular circumstances. You should obtain independent advice based on your own individual circumstances before making any investment decision.
SMSFs can provide:
- Greater control and flexibility with your investments
- Tax advantages
- Lower costs
- Allow you to borrow to invest in shares or property
SMSFs can be operated by Trustees as individuals or corporations and must lodge an annual tax return and audit. Trustees of SMSFs must adhere to strict legislation so if you are considering moving your super to a SMSF, professional assistance from accountants and financial advisers is a must.
Plan to Prosper Financial holds accreditation in Self Managed Superannuation and can provide advice in all areas of SMSFs. We can help you:
- Decide who should be Trustee of the Fund
- Weigh up the pros and cons of a SMSF
- Compare your fees
- Set up your SMSF
- Review your insurance needs
- Rollover your superannuation
- Prepare & implement investment strategies
- Fixed fees at competitive rates
Plan to Prosper Financial Planning is a Corporate Authorised Representative of Blue Print Advisor Group ABN: 58158828525 AFSL: 423936. BluePrint Advisor Group and its authorised representatives do not accept any liability whatsoever to third parties. This message may contain confidential, proprietary or privileged information. If you are not the intended recipient, please delete this message and notify the sender immediately. If you are the intended recipient, you should not copy or use it for any purpose, nor disclose its contents to any other person without the authority of BluePrint Advisor Group.The contents of this page do not take into account your personal objectives, financial situation or needs and you must determine whether it is appropriate in terms of your particular circumstances. You should obtain independent advice based on your own individual circumstances before making any investment decision.