ย 0435 025 296 ย ย 
ย ruby.dinh@rubyaccountant.com.au
Self-Managed Super Fund
Whats a self managed super fund (SMSF)?
People with SMSF can choose where their retirement savings are invested whether it be through listed shares, bonds, invested properties, listed investment companies etc. This flexibility allows for a more diverse investment portfolio and allows SMSF members to manage their investments and change their portfolios as markets change.
How a SMSF could benefit you?
- A Commonwealth Government report titled A Statistical Summary of Self-Managed Superannuation Funds (Dec 2009), based on ATO and APRA data, found SMSF members generally pay lower fees and that, on average, SMSF investments performed better than all other super funds over 2006, 2007 and 2008
- control over total investment portfolio,
- ability to own business real property in your superannuation fund
- the ability to pool superannuation funds with up to 4 members with similar financial objectives, such as family members
- maximum flexibility in establishing and managing pensions
- the ability to transfer personally owned listed shares, business real property and managed funds directly into your superannuation fund.
Our services include:
- Fund annual returns
- Financial Report
