Financial Tips: Is an SMSF right for you?

There are good reasons why self-managed super funds (SMSFs) are the biggest and rapidly growing super section in Australia. However, you should first consider the pros and cons of starting an SMSF, as well as seek expert advice as to whether SMSF is right for you.

How Big Should Your Nest Egg Be?

Size definitely matters when it comes to superannuation if you want be financially secure when you retire. Hence you have to know how much money you’ll need when you stop working and to ensure that your employer’s as well as your own contributions are enough to compensate that goal.

Time for SMSF Check-up

The start of 2015 is the best time for SMSF check-up. It is important to review your Self-Managed Superannuation Fund (SMSF) at least twice a year, and one of the best times for a bi-annual check is the beginning of the calendar year. It is also crucial to make sure that your asset allocation target is achieved. To do this, a few administrative tasks needs to be accomplished first.

Why Superannuation is Different

There is a significant body of academic research that focuses on finance and investment. Superannuation and pension funds are often seen as a subset of the pool of capital that makes up global investment markets. While investment markets are necessarily made up of investors with a range of different objectives, superannuation and pension investors have […]

Nothing is impossible, the word itself says, “I’m possible!”
–Audrey Hepburn

Contact us!

Contact details:

Social links and Awards: