Self Managed Super Fund (SMSF)

The main attractions of Self Managed Super Funds (SMSFs) are that you have control over where your super money is invested, and they can help you create additional tax efficiencies and save on administration fees. You are now also able to purchase property within super.

A SMSF works much the same as a normal retail superannuation fund. It accepts contributions from members, and invests and manages those contributions and subsequent earnings. We offer clients asset investment solutions available from the fund’s investment strategy, these usually include:

  • Managed funds, shares and property
  • Cash and fixed interest
  • Business real estate property.

We offer control over how and where your funds are invested, the potential to use tax saving strategies not possible in other types of funds, as well as the ability to borrow to purchase property, including your business real estate property. We assist clients in complying with the regulations.

If you are interested in Self-Managed Super Funds, please contact us. Our Geelong SMSF specialists can help you plan your SMSF.

Geelong Financial Group Planning is a corporate authorised representative of Australian Unity Personal Financial Services Ltd (ABN 26 098 725 145) AFSL no 234459 – 114 Albert Road South Melbourne 3205.

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