What’s an SMSF
An SMSF is a private superannuation fund that can have up to four members, with the sole purpose of providing for your retirement.
Everyone has their own objective for their investments, and our plan for retirement can be very much different from others. An SMSF gives you greater control over your investments and retirement.
Greater control comes with extensive responsibility. SMSFs can be very complicated in terms of both regulation compliance and investment management. Needham’s financial planners can assist you with the establishment and administration of your SMSF so member of SMSFs can meet legal obligations and maintain the fund effectively.
Benefits of an SMSF
Like any financial decisions you make, you should be fully informed with the asset allocation and be empowered by the decision-making. Our financial planning team support you with your vision, whether you want to have a stake in sustainable businesses or show strong support for your industry.
IS AN SMSF RIGHT FOR ME?
We can perform in-depth analysis on your financial and personal position, current portfolio, and cash flow as well as inform you with possible risk you might encounter.
If you are comfortable with investing time in the maintenance and meet all legal requirements, our financial planning team can assist you with proceeding into a SMSF. It is important to keep in mind that, while we provide specialist advice and professional support, you are fundamentally the person in charge of all the decision-making.
How We Can Help
Keeping your vision in mind, we can help you choose your investment options including the term deposit, managed funds, ASX listed securities and properties. We will keep you updated with relative financial trends, overseeing investment opportunities and budgeting fees.
Our ultimate goal is to help you in reaping the benefit of a SMSF while minimising associated risks.