Category Archives: SMSF

The SMSF Fund’s Investment Strategy

When establishing your Self Managed Superannuation Fund the structure and registration of the fund with the regulators is a prescriptive process.  The key and arguably most important step however, is the formulation, documenting and implementing  a  unique Investment Strategy. What … Continue reading

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Choosing individual or corporate trustee

Whether to have a corporate or individual trustee structure is a matter of choice.  Arguments in favor of having a corporate trustee are that the assets of the fund are clearly separated from the individual trustees as they are registered … Continue reading

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Setting up SMSF Self Managed Superannuation Fund

Decision to set up a SMSF The decision to establish a Self Managed Superannuation Fund (SMSF) is not easy. This decision requires considerable aforethought but any delay in setting up SMSF allows money in superannuation to build up to a … Continue reading

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Why choose a SMSF as a saving option

Investing is regarded as complex and confusing right? That’s why you need a financial adviser to help you, isn’t it? That is true, but the costs of using a financial adviser or even a regular superannuation fund can often erode … Continue reading

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