In Australia, there are over 1 million people who have made the step to control their own super and setup their own Self Managed Superannuation fund (SMSF).
The Self-Managed Super option is no flash in the pan; the sector now represents a combined asset value in excess of $550 billion.
The reasons for this are numerous, but we find control is the number one driver:
- control over investment decisions
- control over asset allocation
- control over fees and control over assets.
Australians wanting to take advantage of tax strategies that are not available in retail funds is also a major factor for setting up an SMSF.
Many of our clients choose to invest their superannuation in a self-managed super fund (SMSF). The benefits of self-managed super for those with substantial amounts to invest are manifold. Most importantly, it gives control of your investments to you, rather than a fund manager.
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SMSFs are often mismanaged or misunderstood resulting in administrative penalties or poor investment choices. For these reasons you need a trustworthy SMSF specialist to give you professional advice setting up your SMSF and help you manage your fund’s investments and compliance work as your SMSF grows.
Here at Poole Group, we value preserving your financial security for years to come. Our super team will provide you with a competitive quote to support and guide you to take greater control of your SMSF.
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David has been at Poole Group for 30 years. Over the years David has worked with a variety of types of businesses from manufacturing, medical, farming, building & construction and legal industry. He is passionate about helping people be the best that they can be both in business and personally. David is our Superannuation expert, superannuation is one of the largest growth industry in the country and the benefits that people can gain from not only a well run super fund but a clear focus in life are immeasurable.
With over 20 years combined experience in Accounting, Taxation and Financial services I look forward to offering you advice through exceptional resources and experience.
Hayden has been involved in the finance and insurance industry since 2001. His specific services include initial and ongoing advice for personal insurance along with direct equity investment advice for both superannuation and non superannuation clients.