Superannuation will perhaps be your biggest asset for retirement; and if you’re managing your own super fund every decision can have a large impact. That’s why it is important you get expert self managed super fund advice to help you maximise your investment returns whilst minimising fees and tax. If you’re interested in setting up a SMSF in Mackay or running a self managed super fund in Mackay, Enlightened Financial Solutions can provide the advice and support you need to achieve your retirement goals. Our experienced SMSF specialist advisor team has over 20 years of experience developing successful SMSF solutions and SMSF strategies in Mackay. We can even assist with SMSF investment strategies and SMSF solutions for clients who are interstate. From SMSF setup in Mackay to devising a strong strategy for self managed super funds in Mackay, we’re here to help.
One of the biggest challenges in retirement is putting a tailored plan into place for your future activities and investments, and the right self managed super fund advice can be particularly invaluable if you’re managing your own fund. With EFS, your SMSF specialist advisor can help you to make sound decisions and develop an effective investment strategy for your SMSF in Mackay. We can assist with SMSF setup for Mackay and interstate clients, help you develop an investment strategy for a SMSF in Mackay and review the strategy for your self managed superannuation fund in Mackay.
The trustees of a SMSF are responsible for running the fund and acting in the best interests of its members. One of the most important roles is to manage the SMSF investment strategies and to consider:
Your SMSF specialist in Mackay will review your trust deed to make sure it is up to date with the current legislation and provide a compliant investment strategy review each year for the fund (as required by law). Such a review will give you peace of mind, knowing that your SMSF complies with the relevant requirements.
For your complimentary appointment regarding setting up a SMSF in Mackay or running a self managed super fund in Mackay or elsewhere, contact the Enlightened Financial Solutions team. With a SMSF specialist in Mackay by your side, you can protect and grow what you’ve worked so hard for.