Many Australians are choosing to take charge of their retirement with a Self-Managed Super Fund (SMSF). A SMSF can provide greater investment flexibility, offer unique tax options and gives you the opportunity to manage your retirement - your way. However, a SMSF will require a greater level of time and financial knowledge to ensure it is compliant and effective.
Your Financial Planner can assist you with understanding whether a SMSF is right for you and the benefits of a SMSF, whilst navigating the complexities of setting up and managing on a day to day basis.
Importantly, whilst it’s never too early to start thinking about your desired retirement lifestyle, we can also assist you to maximise your benefits even if you are close to retirement, or if you are forced to retire early or unexpectedly.
A Self-Managed Super Fund is a big commitment but offers unparalleled financial control and a People’s Choice Credit Union Financial Planner can assist you with making the right decision regarding your financial future.
You can enquire about a SMSF online, over the phone by calling 1300 132 982 or by visiting your nearest branch to arrange an appointment.
You may also need:
- Professional advice on accounting, tax and legal requirements
- Personal insurances including Income Protection, Life Insurance, Trauma Insurance, and, Total and Permanent Disability Insurance
Our Financial Planners can help you establish and manage your Self-Managed Super Fund.
