Self-managed super funds (SMSFs) are a way of saving for your retirement, it is one of the fastest growing segment in Australia.
The difference between an SMSF and other types of funds is that the members of an SMSF are usually also the trustees. This means as the trustee and member of the SMSF, you are in-charge, you make investment decisions and are responsible for complying with the super and tax laws.
Why do I need Life Insurance?
An SMSF sole purpose is to provide retirement benefits to its members or their dependants. Therefore it is illegal to set up SMSF for such purposes as early withdrawal or buying a holiday house, etc. It is best to see a qualified & licensed professional that can help.
Benefit for working with us
Our advisers can help you with SMSF advice, including making sure you meet its sole purpose, the investments & insurance strategies, and other aspects of SMSF planning.
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