Self-Managed Superannuation

SELF-MANAGED SUPER. A realistic PART OF your retirement strategy.

We all want to have more control over our financial direction heading towards retirement, and a self-managed super fund (SMSF) can offer just that for individuals, families and business owners.

SMSFs operate similarly to corporate and industry superannuation funds – they invest member contributions and make funds available to members on retirement. The main difference is that the members of a SMSF are also the trustees of the fund.

The trustees (that's you and any other SMSF members) determine how contributions are invested, as well as managing members’ benefits.

There’s a lot more on offer with a SMSF– now including up to 6 members/trustees – but unless you’re super-savvy you’ll need help to manage your SMSF. Cue The Peak Partnership and how we help with:

  • SMSF establishment.
  • SMSF administration and compliance.
  • Investing strategies and retirement planning.
  • borrowing and property assets through a SMSF.

Over to you now. Just fill out a few details and one of our Financial Advisers will get back to you to outline exactly how we can help you create your own SMSF dream.

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

Peak Partnership Wealth Design Solutions Pty Ltd as trustee for Carlmich Trust. 
ABN 26 711 439 304. Corporate Authorised Representative No 415154 of
Professional Investment Services Pty Ltd AFSL 234954. ABN 11 074 608 558.
www.centrepointalliance.com.au/PIS

gET SUPER. YOUR way.

Take the first step towards achieving the the financial security you want for yourself and your family.

Fill out these few details and we'll be in touch with a plan to get you into your own SMSF.

HOW CAN WE HELP?


Get in touch today...