Are you curious yet cautious about a SMSF?

Your business can easily zap all your time and energy. As a result, you neglect your personal finances and the opportunity to build wealth in other areas. Often, your superannuation is left to amble along – years pass with only marginal returns. Retirement seems a long way off, it’s so easy to worry more about your immediate needs.

Can you afford to retirement?

Now is the time to take back control of your superannuation strategy. To ensure your retirement lifestyle rewards all those years of toil.

What are your superannuation options?

Perhaps you’re considering a self-managed superannuation fund?

A SMSF has a number of benefits including investment choice, tax strategies, flexibility and transparency. SMSF’s have enabled our clients to make shrewd long-term strategic investments. A number of clients have effectively purchased business premises through their own SMSF.

It would be so easy to postpone action for another year of two. Especially when setting up and managing your own superannuation fund seems arduous.

Getting the right advice

Yes, you can go ahead and set up your SMSF and we can make it easy for you. Rely on our team to provide the expertise to guide you through the setting up and annual management of the fund to ensure you met the regulatory requirements and enjoy the experience of managing your own money.

Each year, the investment goalposts and requirements change. You need a professional team who works in this complex field every day. A team you can trust to have your best interests at heart.

Protecting a lifetime’s work

When clients talk to us about their super, inevitably the first topic is protecting their capital. Your nest-egg matters not only to you but also your family and it’s our primary concern.

SMSF’s are not for everyone

Setting up a self-managed superannuation fund is a significant financial commitment. As a rule, you would require a starting balance of $200,000 to invest. Risk profiles vary from client to client so it’s important you truly understand both the opportunity and costs to maintain a fund. The last thing you want is to be stung be poor or misleading advice.

Your next step

If you would like to see how a SMSF can benefit you and your family, then ask us now for more information. Or, if it’s time now to set up your own SMSF, then let’s arrange a meeting to get started.

 

Disclosure

Our authorisation and representative details are as follows:

BridgePoint Group Accounting Pty Ltd (ASIC No. 1249882) ABN 67 152 698 096 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

Susan Liebert (ASIC No. 1249881) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

Victor Manauzzi (ASIC No. 1238771) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence 409361.

For more information regarding Merit Wealth go the website:

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