Self Managed Super Fund

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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.

IMPORTANT – A Self Management Super Fund is not for everyone – please contact us to find out if you can benefit from setting one up or whether it suits your financial situation.

 

Contact us today to discover how we can help change your life

SMSF Strategy

An Investment Strategy sets out what your SMSF can invest in. When Connolly Wealth Management sets up a new SMSF, we issue you with an Investment Strategy Template which you can edit to reflect your choice of investments.

A good Investment Strategy will give your SMSF a wide choice of investment options. SMSFs can generally invest in cash, shares and property, both locally and overseas. Initially you may decide to invest in cash only.

The investment strategy must take into account every aspect of the SMSF, including:

  • the risk involved in making, holding and realising the SMSF’s investments
  • the composition of the SMSF’s investments as a whole
  • the ability of the SMSF to discharge its existing and prospective liabilities.
  • the liquidity of the SMSF’s investments