Specialist Advice
Like all superannuation (super) funds, self-managed super funds (SMSFs) are a way of saving for your retirement, and then providing tax effective income post retirement.
It is important to understand how much super you’ll need and how to best manage the money for your retirement. Through super you can hold a wide range of investments such as shares, property and cash.
Our advisers can make this complex process simple for you.
To arrange a review of your current situation or simply for an initial chat, please feel free to get in touch.
Super is attractive because it receives favourable tax treatment, both when you are working and once you have retired. The government offers these tax savings to encourage you to build your super assets.
The difference between an SMSF and other types of funds is that, generally, the members of an SMSF are also the trustees. This means the members of the SMSF run it for their own benefit.
You can set up your own private super fund and manage it yourself, but only under strict rules regulated by the Australian Taxation Office (ATO).
Running your own fund can sound attractive however it can be complex and if you make mistakes, it can be expensive. People often set them up and don’t manage them well. We often fix a number of issues, one of them being compliance.
Home About Investment Philosophy Advice Contact Maps
(08) 8377 7501 office@intechwealth.com.au
Unit 7, 435 Fullarton Road, Highgate SA 5063 49 Murray Street, Tanunda SA 5352