Self Managed
Superannuation Funds
At SWP we are experts at helping you make smart decisions with your money.
Strategic Wealth Partners can help you
We work closely with clients to ensure that their Self Managed Superannuation Fund:
- Is appropriate for their personal situation
- Is compliant with relevant legislation
- Has an effective investment strategy which fits the fund’s idetified needs and objectives and considers your wealth protection needs
We continuously ensure that we are up-to-date on legislative and technical issues. Our CEO, Paul Broeren is a member of SPAA, the Self-Managed Super Fund Professionals’ Association of Australia, and is also Certified Financial Planner so you can be assured that your superannuation is in good hands.
What is SMSF
Self Managed Superannuation is also known as Do-it-Yourself Super or DIY Super. With a self managed super fund, you are responsible and the trustee of your own fund and need to comply with super law and make your own investment decisions.
Why SMSF
Control. You, as a trustee, have the power to make investment decisions.
We can help you with:
- Establishing the fund
- Setting and maintaining a strategy
- Choice of initial investment
- Ongoing review
SMSF provides control of investment choice and placement. It is important however that you understand:
- Risk/return trade-off
- Benefits of diversification and the various asset classes
- When an investment is at arm’s length
- ‘Sole purpose’ rules
- (or, if you don’t understand, will seek advice)
Is a SMSF right for you?
Assessing the advantages of a SMSF in relation to your personal circumstances, will provide you with a good idea of whether a SMSF is right for you.
As your adviser, Strategic Wealth Partners will help you through the process of decision making. If you do decide that a SMSF is right for you, with our knowledge and expertise, we can help you ensure that your fund complies with legislation, operates effectively, and achieves your goals and objectives.
