Pakenham, Cranbourne & Beaconsfield

Enquiries and Appointments (03) 9067 6999

Self Managed Superannuation Fund ( SMSF)

Self-Managed Superannuation Service

When you start to seriously think about your retirement and consider the large amount of money building up in your superannuation fund that you have to make decisions about, do any of the following traits sound like you?

Control and Transparency are important to you. You want to be highly engaged with your retirement savings. You know that Superannuation is a ‘Structure’, and not an investment.

Holding your own shares directly and not entirely handing all decisions to fund managers makes you less nervous about stock market volatility.

Owning an investment property within the tax advantaged environment a Self-Managed Superannuation Fund (SMSF) appeals to you.

Boosting your retirement income using the Dividend Imputation system (Franking credits) is appealing.

Insight Wealth Partners can help you evaluate your super options before you make the decision to set up your Self Managed fund.

We meet many people who have heard of the advantages a self managed fund can offer but fear “being on their own” with the investment decisions, record keeping and often complex rules to follow. Our service is designed to give you the control of being the ultimate decision maker ( we make recommendations which you must authorise before we can implement) but also the confidence to know that someone else is keeping the records and doing the research for you.

Existing SMSF trustees should consider:

  • Is my Investment Strategy up to date and robust enough to withstand the scrutiny of an ATO Audit?
  • Have I documented the Fund’s consideration of insurance on the members? Have I implemented the desired policy?
  • Do the existing investments reflect the written Strategy?
  • Am I making returns that are comparable with the results of professionals?

If you are considering an SMSF but unsure how to manage the investments, or a Trustee who has had mixed results with a DIY approach or wishes to step back a bit to enjoy more leisure time in retirement, we offer a full portfolio management service, starting with writing a compliant Investment Strategy, opening the Fund’s bank account, assessing member insurance needs (if applicable), flowing through to rollovers and the implementation and review of the Fund’s agreed portfolio.

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