It is important to weigh up the risks, rights and responsibilities of managing your own fund before making the decision to proceed.
To take control of your superannuation is not a simple one, with many factors to take into account.
There are many great reasons to have a self-managed super fund (SMSF) – financial freedom, autonomy, lower fees, tax benefits and the satisfaction of controlling your own future.
Almost 1.1 million Australians having switched from Retail or Industry Funds to SMSFs. Now let us have a closer look at the advantages that an SMSF can offer.
For many people a combination of factors contribute to them starting an SMSF. Consider the following 4 timing considerations to see whether you are ready for an SMSF.
It’s crucial to make sure you’re fully aware of your obligations and have the skills and resources to act upon them before you start your own SMSF.
Using an SMSF administrator to look after day-to-day management, and to help you meet your legal requirements, can save you precious time and money.
Many couples establish a joint SMSF to combine their superannuation, and take control over managing their retirement savings.
If you think SMSFs are only for baby boomers, think again.
Here are some of the reasons why it could be worth considering an SMSF sooner rather than later.
You’re never too young to start thinking about your retirement nest egg, and it’s no different when it comes to a self-managed superannuation fund.
Are you thinking about managing your own super? We outline some of the benefits of a self-managed super fund.
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ESUPERFUND Trust (ABN 37 842 535 715) collects your personal information to enable us to email you the SMSF information package. The personal information collected includes your name, contact number and email address. Unfortunately if you do not provide us with the required information, we are unable to email you the SMSF information package. Please note that by receiving the SMSF information package, you agree with your express consent to provide your personal information to ESUPERFUND for marketing and promotional purposes.
ESUPERFUND Pty Ltd
PO BOX 401 North Melbourne VIC 3051
"I enjoy the process of investing my super by myself, which is very simple and guided all the way by ESUPERFUND."
- Kevin, NSW
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ESUPERFUND Pty Ltd as Trustee for ESUPERFUND Trust ABN 37 842 535 715
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General Advice Warning
The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives,
financial situation or particular needs. ESUPERFUND does not provide financial product advice or recommend any financial products:
This applies equally to those financial products which are established for your SMSF when you become a client of ESUPERFUND.
Where this publication refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product.
We also recommend that you should seek professional advice from a financial adviser before making any decision to purchase any financial product referred to on this website.
While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.
When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an
ATO Supervisory Levy
Company Trustee Setup Fee (where applicable)