Self Managed Super Funds (SMSFs) are becoming more and more popular, as investors are seeking to exercise direct control over their retirement savings.
However, many people underestimate the responsibilities of being a SMSF Trustee and do not have an appropriate investment strategy for their fund, either through a lack of time or knowledge.
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We can alleviate this burden and assist with formulating and implementing an appropriate investment philosophy. We also review the role of your SMSF in your overall estate and risk management plan.
There are some specific SMSF strategies available to business owners and also executives with share and option plans.
In addition, we can assist with pension strategies and estate planning issues for SMSF. |