All You Need to Know About a Self Managed Super Fund SMSF
In a nutshell, self managed superannuation funds, also known as SMSFs, are a powerful way to financially plan for your retirement. They allow you to take control of your superannuation and make decisions tailored to your specific goals. However, managing an SMSF involves complexities that require expert guidance. At ActOn Wealth, our Melbourne based financial advisers specialise in providing end-to-end SMSF solutions, simplifying the process and giving you the confidence to plan for a comfortable retirement.
Is an SMSF Right for You Discover whether an SMSF aligns with your goals by taking the first step with a no cost, no obligation consultation. Our team of experts is ready to help you understand if a self-managed super fund investment strategy is the best way to build your wealth.
Benefits of a Self Managed Super Fund
If you have over $200,000 in your current super fund, an SMSF could offer significant advantages, including:
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Greater Investment Flexibility Access a wider range of investments tailored to your goals. Example: You can invest in property, shares, and even collectibles.
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Borrowing Opportunities Leverage funds to expand your portfolio. Example: Use borrowed funds to purchase an investment property.
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One Fund for Your Family Manage superannuation for multiple members under a single structure. Example: Include your spouse and adult children in one fund.
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Enhanced Tax Planning Maximise incentives and minimise liabilities. Example: Take advantage of concessional tax rates within the fund.
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Improved Estate Planning Streamline wealth transfer with greater certainty. Example: Ensure your superannuation is distributed according to your wishes.
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Cost Savings Reduce transaction fees and administrative costs over time. Example: Save on fees by consolidating your super into one fund.
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Heightened Asset Protection Safeguard assets against legal claims. Example: Protect your investments from creditors.
Take Control of Your Super with ActOn Wealth's SMSF Expertise
Managing your own super doesn't have to be daunting. With ActOn Wealth, you'll have access to the tools, knowledge, and support you need to succeed. Hundreds of Melburnians trust us to guide them, and you can too. Our professional services include:
- Ongoing regulatory and legal reviews.
- Structuring personal insurance cover.
- Setting up trust deeds and appointing trustees.
- Establishing and registering your SMSF trust.
Why Choose ActOn Wealth for Your SMSF
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Superannuation Specialists with Deep Expertise Independent and impartial advice from a boutique financial planning firm with our own AFSL.
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Accredited Investment Specialists with Proven Experience Transparent reporting to keep you informed.
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Flexible In-Home and After Hours Appointments Comprehensive lending advice and ongoing support.
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Strategic Debt Restructuring Solutions for Maximum Efficiency Let ActOn Wealth help you take control.
Were not just here to set up your SMSF we're committed to your ongoing success. With a focus on navigating everchanging regulations and industry updates, our expert team ensures you're always informed and prepared.
Your Complete Guide to Combining Super
If you've had various jobs, you probably have multiple superannuation funds. While a diversified approach might sound beneficial, the opposite is often true. Consolidating your super funds can lead to cost savings and more efficient management. As part of our financial services, ActOn Wealth provides tailored, strategic superannuation advice to clients.
Contact ActOn Wealth Today
Take the drivers seat of your superannuation with Melbourne's trusted SMSF advisers. Contact ActOn Wealth today for a no cost consultation and start planning for your secure financial future. Call us on insert phone number or visit our website to request a meeting.
