Take control of your super with a SMSF

Would you like greater flexibility and control over your retirement savings and how they’re invested? Then you may want to consider establishing a self managed super fund (SMSF) with Fluid Financial Planning for the following reasons:

SMSF
  • As the name suggests if you setup a SMSF, you manage the super fund and decide how to invest.
  • With a self managed super fund you have a wider choice of investments than in the other superannuation options.
  • The fees can be lower too, and the flexible nature of self managed super fund allows you to benefit from the significant tax advantages that superannuation provides.
  • A SMSF allows you to have investment flexibility and directly control the investment decisions for your super – after all it is your money.
  • The SMSF can have up to four fund members so you can include your family, giving the self managed fund more super to invest and keeping fees lower for everyone.
  • Fluid Financial Planning – The SMSF experts.
  • We can help you decide if a SMSF is the right option for you.
  • We can help you take care of the SMSF setup if you’re looking to establish a self managed super fund.
  • If you have an existing SMSF we can help you with all your ongoing SMSF obligations or with specific services while you manage the rest.
  • We help you prepare the SMSF paperwork – tax returns, member contribution statements and the annual audit, letting you manage the decisions.
  • As a client of Fluid Financial Planning, you also have access to strategic SMSF investment advice.