Self Managed Superannuation Funds (SMSFs) are one of the fastest growing segments of the superannuation market in both the accumulation and retirement phase. If you would like to know more about how we can help you establish a SMSF, then complete the form below and we’ll steer you in the right direction.
Some of the Reasons More Australians Are Considering SMSF include:
- Greater control over investments
- More investment choice via both direct assets, i.e. shares and property or via managed funds
- Potentially lower fees (depending on amount invested and how invested)
- Ability to use gearing (borrowings) to purchase assets, i.e. property
At Tailored Lifetime Solutions We Have Assisted Many Clients With Their SMSF
We are able to assist and provide advice in relation to:
- Whether a SMSF is appropriate for you
- Establishment of a new fund
- Investment Strategies
- Investment advice and implementation
- Borrowings to purchase assets
- Administration
- Legislative Updates
- Compliance and
- Regular Reviews
Your privacy is important to us. You may request access to your personal information at any time by calling us
on (03) 9851 0300. Information collected will be subject to Count Limited’s Privacy Policy.