Adelaide Financial Advisors & Wealth Management Experts

Self Managed Super

Take Back Control

Take back control of your super investments with a Self-Managed Super Fund (SMSF).

It’s a decision many Australians are choosing to make, ensuring you are invested into causes and companies you support and also maximising your return on investment. In addition, there can be significant cost savings for those with larger super balances. But with additional flexibility comes additional responsibility, and its important you are aware of your obligations with a SMSF. We can explain this to you in easy to understand language, so you can work out if a self-managed super fund is the right option for you.

Humble Goode offer expertise in the following areas, and can ensure your SMSF stays compliant with changing Government legislation:

  • Establishment Advice

  • Trustee Structuring (Individual vs Corporate)

  • Investment Advice for your Fund

  • Starting and Managing an ‘Account Based Pension’

  • Distribution of Estate Assets

  • Binding & Non Binding Death Benefit Nominations

  • Winding up Funds

If you want to learn more give us a call on (08) 7477 8252. We can guide you to a tax effective and goal orientated retirement.