Understanding why you have a self-managed super fund in the first place really means asking yourself some hard questions.
A recent ASIC survey showed that around a third of SMSF holders:
As highlighted, not all self managed super funds have been started with absolute clarity.
Over the past few years we’ve regularly dealt with investors who want to close their self managed super fund and simplify their affairs.
Benefits can be many and varied; cost, clarity, time saved and potential regulatory issues avoided.
In various instances, we’ve found gaps and significant savings for some investors when streamlining their affairs.
Relinquishing control can be hard, but professional advice can also mean lower risk though better portfolio construction and higher levels of diversification. It can also mean the elimination of paperwork and having the time to actually focus on your retirement.
We don’t advocate anyone change if they’re satisfied with their current circumstances, but if you are needing assistance or direction with the next step, we’d advocate you contact us for that clarity.
If you have only sought limited financial advice in the past, you may be wary given the history of financial advice in Australia, along with the news from the Banking Royal Commission. The benefit and peace of mind from choosing to work with Mancell Financial Group is our position as one of only seven certified fiduciaries in Australia.
We’ve been in business since 1980 and we don’t plan to go anywhere, anytime soon.
So if you’re looking for direction on your SMSF, feel free to call on 03 6440355 or email us at [email protected] or alternatively fill out the form below.
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Level 1, 41 Mount Street,
Burnie, Tasmania, 7320
16 Rutledge Street,
Bungendore, NSW, 2621
03 6440 3555
