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Superannuation is the second largest asset of many Australians. Superannuation provides a long-term savings facility during your working life to provide income for your retirement.

A growing number of people are deciding to manage their own superannuation, through the use of Self Managed Superannuation Funds (SMSF), as this is a way of gaining greater control and flexibility over their financial situation.

There are many benefits to operating your own SMSF:

• Broader choice of fund investments;
• Greater control over your investment strategies
• Considerable tax advantages - for the SMSF, for business owners, and for high-tax individuals
• Efficient Estate and Succession planning
• Potential costs savings

Superannuation is one of the best ways to accumulate wealth and save for your retirement. You can invest in super in a number of different ways - the best option for you will depend on your circumstances and your retirement objectives.

Prime Partners can advise and help you to:

• Determine if an SMSF will benefit your personal situation
• Establish and complete the creation of your SMSF
• Develop an investment strategy and appropriate asset allocation
• Fulfil the trustee responsibilities of Administration, Accounting, Taxation and Audit services
• Initiate and operate a “Transition to Retirement” pension whilst still working
• Initiate and operate an allocated pension after retirement.
• Optimise member returns, having regard to the risk.

To maximise the benefits and avoid the pitfalls in establishing and successfully managing an SMSF, contact Prime Partners to find the best solution for you.