Self Managed Super Funds
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Do-it-Yourself (DIY) Super via a Self Managed Super Fund (SMSF) is becoming an increasingly popular choice for investors who want to have control of how their Superannuation monies are invested.
Operating your own Superannuation Fund can provide investment flexibility, strategic control, estate planning advantages and potential cost savings. These benefits make SMSFs an attractive option.
However, legislative requirements and the demands of managing investments mean that it’s not as straightforward as it may appear.
Big Sky Financial Solutions services are designed to provide advice and assistance to the extent you may require or prefer. Managing your own Superannuation requires a minimum level of funds to be cost effective, and that you are willing and equipped to manage investments and ensure compliance.
Big Sky Financial Solutions can help you make the most of your Superannuation with a comprehensive range of cost-effective services. These include:
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- Establishing your fund
- Strategy development / investment advice recommendation
- Day to day administration
- Compliance and legislative requirements
- Regular reporting and audits
- Establishing your pensions
- Arranging updates to your fund’s trust deed to deal with changes to superannuation
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Big Sky Financial Solutions advisers can assist you with all aspects of establishing and running your SMSF.
To find out whether an SMSF is the right structure for your financial plans, talk to us on 1300 657 872 or email us.
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