TACTICAL SOLUTIONS FINANCIAL PLANNING HAS MOVED!

Bernard Fehon and Tactical Solutions Financial Planning have recently merged with Invest Blue Financial Planning.

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Self Managed Super

Managing your own super fund (sometimes called 'DIY' or 'self-managed super'), may be suitable if you:

  • are financially sophisticated
  • have the time to manage your funds to ensure it generates an effective investment return
  • are confident about choosing appropriate assets for your investments
  • have enough assets to make it financially viable.

For most people, their superannuation or retirement benefit is their second largest asset outside their family home. That makes managing your retirement funds a serious business and it's not for everyone.

Things to consider

If you are considering moving from an employer superannuation fund to DIY, you should be aware that:

  • Any life and disability cover you currently have may come to an end. If you wish to continue your insurance cover, personal insurance rates may be more expensive than the rates a large superannuation fund can negotiate and may require medical checks.
  • There are extensive rules and regulations that you must comply with, including executing your own trust deed.

How we can help:

  • Help you to evaluate whether self-managed super is the best option for you.
  • Arrange for the fund to be set up, including the establishment of the Trust Deed, auditing and accounting services.
  • Provide you with investment and estate planning advice.
  • Arrange for the ongoing administration and compliance of your fund.

What to do next:

If you want us to help you with self-managed super contact us today.

SMSF seminar held with Stanton and Taylor on 17/4/2012 - link to video

  if you missed this session call and ask for an information pack.

If you're not ready to talk to us yet but want more information about how financial planning could help you, order AMP's free educational CD rom, Thinking Ahead - your comprehensive guide to financial advice. Thinking Ahead is a practical guide to financial advice and how to make the most of your money.

Advice and information on this page is intended as a guide for you to consider when thinking about your financial situation. It does not take account of your personal circumstances. Therefore, consider it together with your overall circumstances before making a decision about your financial future. Alternatively, come in and speak with us about how we can help!