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03 9088 7594
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contact@naveladvisors.com.au
If you want to get involved in the management and take control of your retirement savings, an SMSF may be the right option for you. This type of superannuation fund is managed by its members, providing complete authority over management and investment decisions related to your retirement savings.
Some advantages of an SMSF include the following:
- Greater control over investment decisions
- Flexibility in investment options
- Ability to borrow for investment purposes
- Potential estate planning benefits
However, it's vital to consider the responsibilities, costs, and compliance requirements of operating an SMSF. As a trustee, you are legally accountable for ensuring the fund complies with the law and the best interests of its members. Therefore, it's crucial to consider whether an SMSF is the best option for your retirement savings.
So let us be part of your journey in managing and growing your retirement savings through your SMSF. At Navel Private Wealth, we provide various services to assist our SMSF clients in achieving their objectives.
Our services include the following:
We guide clients on suitable investments for their SMSFs, based on their risk tolerance level and retirement goals
We're dedicated to maximizing the benefits of your SMSF. With specialist guidance in investment, insurance solutions, compliance, and tax planning, we're here to help make the most of your SMSF.
Contact us today to schedule a private consultation on establishing or managing your SMSF and its investments.
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