Self Managed Superannuation Funds
Self Managed Super Funds (SMSFs) are an increasingly popular option for those who want greater flexibility or control over their retirement savings.
For those with larger superannuation balances, establishing a SMSF is one of the many options available. Whether it’s because you want to hold an investment or business property, a portfolio of direct shares or other assets not available through retail or industry super funds, a SMSF may be for you.
At Wakefield Partners, we can work with you every step of the way. We can:
- Help you decide if a SMSF is suitable for you
- Help you establish you SMSF
- Provide ad hoc or ongoing investment and strategic advice
- Manage the investments and help ensure you trustee responsibilities are met.
So whether you’re considering a SMSF, or already have one, Wakefield Partners can ensure the process is smooth and that you are maximizing the benefits.