Self-Managed Super Advice

In recent years, self-managed superannuation funds (SMSFs) have become increasingly popular as they give you the opportunity to manage your own Super.

The minimum amount you need to make a fund cost effective is around $300,000- $400,000.

Provided you are happy to commit some time to complete the compliance and paperwork (naturally your Accountant and Financial Advisor will assist you) then a SMSF can be an excellent way to manage and build your superannuation savings.

Whether you already have an SMSF or are thinking about setting one up, we offer specialised support services which can be tailored to suit your needs including:

  • Facilitating with administration and compliance, including tax returns, financial statements preparation and lodgements
  • Pension including transition to retirement and Account Based pension establishment
  • Facilitating fund and trust deed establishment
  • Transfer of existing funds
  • Investment advice

Please feel free to contact us here at Rosetta Stone Wealth Planning to discuss any questions you may have and/or book an appointment to discuss opening your own SMSF or to assist you with your existing SMSF.