Finally, Take Control of Your Superannuation
Are you frustrated with single digit, sleepy returns from your traditional Super Fund?
Don’t let someone else plan your most important investment. A Self Managed Super Fund (SMSF) gives you full control of your money and how you invest it: YOU decide how YOUR MONEY will be invested for YOUR RETIREMENT.
What is a Self Managed Super Fund?
Otherwise known as DIY Super, a SMSF is a special trust fund that has been set up for 1-4 people who are usually family members. As members you become trustees/directors of the fund and you have greater control over the choice of where and when to invest and how the fund operates.
Why Choose a SMSF over a Retail Fund?
- Greater control over your investment decisions - you have absolute discretion on where and how to invest
- Access to a larger range of investment options and strategies
- Flexible pension options to suit your lifestyle
- Potentially lower rates of tax – due to greater flexibility to control assets and use imputation credits
- Allows you to look after your family - up to 4 members are able to participate in the fund, and provides estate planning opportunities
- Flexibility to choose investment strategies suitable to changing market movements
- Allows the transfer of personally owned shares and other listed securities directly into your fund
- Borrow inside your SMSF to acquire property.
How Can Freeman Fox Assist?
Relax and focus on your financial future by allowing Freeman Fox to provide you with the tools necessary to manage your own super.
- Complete SMSF solution saves you time
- New fund establishment services
- Cost effective, timely and compliant solutions for existing funds
- Responsive and flexible administration
- Friendly, personalised and prompt service
- Regular notification service
- Annual financial reporting
- Access to Property Investment Gearing
- Optional mail service
Freeman Fox Services keep you in Control.
Ready to get Started?
Want to be involved and be in control of your investments but don’t have the time and expert knowledge to do everything yourself? Allow a professional administrator to handle all the administration and compliance issues while you focus on the important decisions. Freeman Fox provides a holistic SMSF solution incorporating a full establishment service, existing fund transfers, ongoing management and administration.
Establishment Service
Now that you have decided to set up a SMSF, Freeman Fox will make the process easy by preparing and providing you with:
- Trust Deed for your fund
- Information on trustees’ duties
- Member application forms & trustee meeting minutes
- Product Disclosure Document
- ATO application forms
- Investment strategy and dedicated finance broker
- Access to an Estate Planning specialist
- Establishing a Corporate Trustee
- Insurance if required.
Transferring an Existing Fund
If you already have an established SMSF you can consolidate all of your affairs and transfer the administration of your existing fund over to Freeman Fox. The experienced and efficient team will look after all of your needs and one point of contact means more time for you to get on with your life.
Take control today and call Freeman Fox on 1800 000 369 to discuss establishing or transferring your super fund.
