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SELF MANAGED SUPER FUNDS

An SMSF can offer greater flexibility than traditional super funds, as they are able to invest in assets such as property and shares.

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We are able to provide advice in the SMSF space, and work with proven experts in accounting/tax, property, lending, and estates, to ensure you are aware of the benefits and common pitfalls, such as:

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  • Start up costs

  • Unavoidable ongoing costs (yearly)

  • Capital gains/loss consquences

  • Investment and management fees

  • Onging administration and management

  • Trustee legal obligations

  • Investment strategies

  • Protection considerations

  • Estate planning aspects

  • Retirement phase (income stream) benefits and complexities

Building wealth foundations

through tailored financial planning

©2019 by www.foundationsfirstwealth.com.au

Judy Chew and Foundations First Wealth Partners Pty Ltd are Authorised Representatives of Synchron, AFS Licence No. 243313.

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The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

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