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.