Running your own self-managed super fund can provide significant benefits in cost reduction, access to more investments, control over estate planning, and tax efficient wealth accumulation.
However, there is significant trade-offs. As the trustee of a fund your responsibilities significantly increase, and our advisers can help navigate those waters. We can help in the preparation and maintenance of the trust deed, establishment of the fund, allowing investment flexibility, and even the cessation of your existing fund if it is not right for you.
