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.

For more information contact Trevor Stirling Dip (financial Planning) Authorised Representative 238665.

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.

For more information contact Trevor Stirling Dip (financial Planning) Authorised Representative 238665

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*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 30 Hickson Road, Millers Point  NSW  2000 Phone 1300 129 450 Email: [email protected] www.millennium3.com.au

The information provided is general in nature. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. This publication is prepared by IOOF for: Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 AFSL 244252. This publication is not available for distribution outside Australia and may not be passed on to any third person without the prior written consent of the Advice Licensees. The views expressed in this publication are solely those of the author; they are not reflective or indicative of the Advice Licensees position and are not to be attributed to the Advice Licensees. They cannot be reproduced in any form without the express written consent of the author.