A Self-Managed Superannuation Fund (SMSF) is a small fund, controlled by its members. The members maintain control by choosing what the fund will invest in and how it will be run. There are many advantages of using an SMSF when compared to traditional funds, such as:

  • increased flexibility of investment choices
  • the opportunity to reduce income taxes on investment income and capital gains
  • control over your investment portfolio
  • the pooling of resources with other members
  • flexibility in the use of pension income streams
  • ability to transfer personally-owned shares and other listed securities directly into the fund
  • ability to own real property within the fund
  • the opportunity to borrow or gear an investment
  • estate planning opportunities
  • access to Centrelink benefits

To find out more, visit MBA SMSF.

To find out more, call us on 1300 667 897!

Financial planning services provided as an Authorised Representative of Count Financial Limited, AFSL 227232.

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