Self Managed Super Funds

Self Managed Super Funds

A self managed super fund (SMSF) can have many advantages and offers a sense of control over your investment that other super funds don't provide.

Establishing an SMSF is a big decision. We can help you to decide if an SMSF is right for you. We consider issues such as:

  • The type of investments you would like to own in your superannuation fund
  • How much control over the investments you want
  • How much time you are willing and able to devote to the management of your fund
  • Your level of financial experience and knowledge
  • The amount you intend to invest

Whether you already have an existing SMSF or you're intending to establish a new fund, Goldsborough offer a number of services to choose from:

  • A complete service providing the trust deed, accounting, auditing, portfolio management and financial advice.
  • Providing financial planning advice to fund members (for example contribution strategies, transition to retirement and retirement planning advice)
  • Providing technical and investment advice to fund trustees (for example establishing the written investment strategy for the fund that is required by law)

Lachlan Harvey and Will Chapman are Goldsborough's SMSF Specialist advisers. Give them a call on (08) 8378 4000 to find out more about how we can help.