Self Managed Superannuation Funds

Self-managed super funds (SMSFs) allow people to control their own superannuation investments for their retirement.

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Self Managed Superannuation Funds

Self-managed super funds (SMSFs) allow people to control their own superannuation investments for their retirement. Establishing an SMSF is a major financial decision and you need to have the time and skills to manage it.

If you set up an SMSF you become a trustee of the fund. This means you’ll be responsible for managing your SMSF according to its trust deed and the laws and rules that apply to SMSF’s. The key principle is that you run your SMSF for the sole purpose of providing retirement benefits to fund members.

We can assist you with professional advice in this specialised field.

Self Managed Superannuation Funds Services

Self-managed super funds (SMSFs) allow people to control their own superannuation investments for their retirement. Establishing an SMSF is a major financial decision and you need to have the time and skills to manage it.

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We offer our clients the convenience of a full suite of business, accounting and financial services all provided under the one roof. We can assist you with tax and accounting, business advice and planning, audit services, business coaching, risk management, life insurance and income protection, financial planning, financing solutions, wealth creation, investment advice and loan products.

*ODVS Financial Services Pty Ltd ATF The ODVS Unit Trust Trading as ODV Accountants & Financial Services is an Authorised Representative of Millennium3 Financial Services Pty Ltd | ABN 610 94 529 987 Australian Financial Services Licensee - Licence Number 244252 Level 5, 95 Pitt Street – Sydney NSW 2000 Phone 02 9248 0422 Email: admin@m3fs.com.au www.millennium3.com.au

This website is published by ODVS Financial Services Pty Ltd.  Darren Cheek 238583 is an authorised representative of Millennium3 Financial Services Pty Ltd (ABN 61 094 529 987, AFSL 244252). The information contained in this website and any of the resources available through it including eBooks, fact sheets, and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances, or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.

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