"The great benefit of having your own fund is control. You choose what you invest in…and superannuation is still the most effective tax vehicle." —Derek Bouman, Partner at DFK Crosbie
Over your lifetime you’ll probably have two main assets: a home and superannuation.
A Self Managed Superannuation Fund (or SMSF) gives you control over where you invest your money. You’re not at the mercy of fund managers who invest your money based on your risk profile.
Why use DFK Crosbie to set up your SMSF or provide advice about your existing fund?
Our specialist superannuation team can advise you how and if your situation would benefit from a SMSF. Setting up your fund correctly is critical. We can advise you or do it for you.
Then there’s the all-important strategy to make sure your superannuation investment gets the best possible results for you and your family, short term and longer term. You can invest your money exactly where you feel most comfortable. That might be shares, property or term deposits.
What is live reporting technology and how do you benefit?
At DFK Crosbie we’ve implemented live reporting technology so you can see your how your portfolio is progressing whenever you want to. The information is at your fingertips. You don’t have to wait for months after an event to make a change. It’s designed to give you peace of mind.
Why choose self managed superannuation when the government keeps changing the rules?
No matter what the legislative changes are affecting how much you can accrue in super, it’s still the most effective tax vehicle. The government will always use it as a budgetary tool. We keep our clients up to date on every important change and development.
If you’re comfortable investing in property or term deposits rather than shares, you can. In adverse events like the global financial crisis you can be proactive and shield yourself.
How many people in Australia now have self managed super? See this article.
For specific investment needs and planning your retirement goals Contact our Crosbie Wealth Management team.