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
Piccadilly Financial Services Pty Ltd
ABN 97 096 525 914
Our advisers are authorised to provide financial advice as Representatives of Piccadilly Financial Services Pty Ltd
© Copyright 2018 Piccadilly Financial Services Pty Ltd. Privacy Act and Policy Statement
Piccadilly Financial Services Pty Ltd holds an Australian Financial Services Licence (AFSL 414417)
Website design by Seriously Good Design