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Are you wondering if a SMSF is a sensible option for yourself?

There are many benefits in managing your own SMSF:

  • Control & Visibility
  • Pooling of family assets
  • Potential to cut costs
  • Investment choice
  • Means to hold your business premises
  • Tax Strategies
  • Flexible Estate Planning

However SMSFs are not for everyone – Issues to consider:

  • Time consuming
  • Need for investment knowledge
  • Penalties for non-compliance
  • Risk of poor diversity
  • High costs for small balances
  • Risk of losing interest

We specialise in administration, taxation and SMSF strategy advice, please make a no obligation appointment with us to discuss your situation.

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