A Self Managed Superannuation Fund, better known as SMSF has become the fastest-growing segment of the superannuation industry.
A SMSF is essentially a trust structure that can have between one to four members (beneficiaries). The trust must comply with the rules and regulations for operating a superannuation fund in order to gain the tax benefits associated with superannuation.
The most popular reasons for establishing your own SMSF include:
Conversely, it is easy to get lost in the current hype of SMSFs and not fully consider if a SMSF is right for you. While the SMSF will offer greater control and flexibility you need to also consider:
At Piccadilly, we will discuss your opportunities that you could expect from a SMSF including:
Should you have an existing SMSF and are now seeking additional support, we can:
At Piccadilly, we have developed expertise with SMSF and are at the forefront of the latest developments. We have strong professional relationships with specialist SMSF administrators who take away the complexity of operating a SMSF.
This information is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if the strategies and products are right for you
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