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Self Managed Super Fund

What is a Self Managed Super Fund?

For most of us, our superannuation will be the biggest investment that we ever have.

Control, Flexibility, Tax Efficiency, Estate Planning

Having a SMSF lets you take full advantage of tax and superannuation law changes as soon as they come into effect. They also provide families with a vehicle to pool their resources and grow their wealth together. A SMSF also provides portability because your account stays with you wherever you go.

Of course, with added control comes additional responsibility and workload. We at Connolly Wealth Management can assist with the establishment, ongoing administration, investment strategy and up to date legislative changes.

 

 

What they say

Connolly Wealth Management has helped us with our personal superannuation and insurance needs. We have been very impressed with the personalised professional service and advice given, and how they have tailored this specifically to suit our situation.

Jordie & Danielle
Moorabbin Vic

5 Min Financial Health Check

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Want to explore your options? Email us, or give us a call on (03) 9591 8000.

Christopher Connolly (280099) and Connolly Wealth Management Pty Ltd (333350) are Authorised Representatives of WealthSure Financial Services Pty Ltd AFSL 326450

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Connolly Wealth Management will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

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