Self Managed Superannuation Funds are a popular option for investors seeking greater control over their retirement savings (SMSFs).

SMSFs are superannuation funds established and operated by the members of the fund.  Under the superannuation rules, the members of a SMSF are generally required to act as a trustee, and are legally responsible for managing the fund in accordance with a strict set of legal requirements.

We can advise on the suitability of a SMSF for particular circumstances and develop personalised advice that’s right for you including:

• Establishing a SMSF
• Creating a Strategic Investment Strategy
• Administering the SMSF
• Providing advice to the trustees to ensure the funds remain compliant.

Whilst SMSFs have many advantages before deciding to set up an SMSF, there are a number of issues that you need to be aware of and understand.  Please contact a Core Financial Adviser to discuss.

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